Magnus Global Financial Tax and Planning is the strategic business unit responsible for building the foundation of your estate! Foundational items include:

1.        Having a clear view of your Financial Statements 

a.    Balance sheet

b.    Income Statements (Profit & Loss)

c.    Statements of Cash Flow
 

2.   Credit: Having a high credit score is essential to building a strong Estate and Portfolio

3.    Emergency Reserve: We believe that you should have at least 12 times your actual monthly expenses as an emergency reserve.  This reserve should be all cash, but can be a combination of cash and Lines of Credit (LOC against your business only)

4.    Taxes:  Minimizing your taxes is extremely important in allowing you to produce positive Cash Flow.  The higher your taxes, the lower your cash flow!