Lisa Karlin's Contact Details

Lisa Karlin's Company Details

MAGIS Financial Partners

Horsham, PA, US • 20 - 49 Employees
Financial Services

MAGIS...pronounced "MAH-GIS"...is a Latin adverb that means "better," "to do more," "to a greater extent," or "to go beyond." It is an expression of our aspiration of the services we provide to our clients.We understand that individuals and businesses face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against participants and individuals outliving their income, the impact of inflation, taxation, and rising healthcare costs. At MAGIS, we are in an advantageous position to approach such challenges with experience and skill.Please feel free to explore this site to gain a better understanding of our firm and how we can help clients plan for and meet their financial goals.At MAGIS, we have a dedication to excellence in technical knowledge, impeccable client service, and a commitment to help you work towards achieving all your financial goals.At MAGIS Financial Partners, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients' expectations at all times.Experience and SkillWhen you choose our services you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your particular financial needs.Independence & ObjectivityAs an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.