TO YOUR PERSONALIZED PLAN
We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course.
1. Assessing Your Needs and Finances
We begin by asking you to complete a confidential personal profile that helps
us gain a deep understanding of your current financial situation and goals.
2. Preparing your plan
We provide a detailed analysis of your finances, develop a variety of customized strategies, and offer recommendations to address your future needs.
3. Implementing and Monitoring Your Strategy
Once you select the best approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.
We invite you to call us at (cell) 610-505-2347 or (office) 913-717-7894 to schedule a consultation and discover how we can help you pursue your financial goals.
There is no guarantee that an investment strategy will yield positive outcomes. Investing involves risk, including loss of principal.
HELPING YOU PURSUE
Client-focused Wealth Management
Fort Hill Financial focuses on you and the unique set of financial circumstances
you and your family face. Getting to know you and understanding your personal
needs allows us to create a customized wealth management strategy aligned with your short-term and long-term objectives. By building a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future.
STRATEGIES FOR YOUR WEALTH MANAGEMENT NEEDS
We help you create a personalized financial strategy based on your lifestyle goals.
Using our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it to help you stay on track. Our services and strategies include:
Long Term Care Strategies
WEEKLY MARKET COMMENTARY
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
Personal Retirement Analysis
Interested in learning more? Get in touch with me today.
We are committed to helping you pursue financial independence, a successful retirement, and a lasting legacy.
Independence Powered by LPL Financial
The logo of Fort Hill Financial prominently features the logo of LPL Financial. That’s because Fort Hill Financial is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2020, based on total revenue. This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations.
The Inspiration Behind Fort Hill Financial
The inspiration behind the name “Fort Hill Financial” is the military activity that occurred during the American Revolutionary War in an area that is now known as Fort Washington, PA. In November of 1777
General Washington directed the Continental Army to build a rampart on a hill facing south towards Philadelphia where the British army was encamped. During that time there were numerous skirmishes and battles in a phase of the war known as the Whitemarsh Encampment. The picture on the logo has been licensed from Don Troiani, the well-known military artist.
Since my move to Kansas in 2019, I have adopted an additional fort to provide inspiration for my financial advisory practice. Fort de Cavagnial was a French fort and trading post located on the cliffs west of the Missouri River somewhere north of Kansas City, KS, about 1764. While the ruins of the site were still visible when Lewis and Clark ventured in the area during their famed 1804 expedition, all traces of the fort were eventually lost by the mid-19th century. Today, the exact location of the fort is a mystery. The image below is of a historical marker near the site of the fort:
Jim Magaziner Bio
With over 25 years of experience in the financial services industry. Jim began his financial career with Prudential Securities in Lower Manhattan in the mid 1980's. He then transitioned to Butcher & Singer in Philadelphia where he was involved with both institutional and individual investors.
Jim also served extensively in the trust areas of PNC Bank and National Penn Bank in various investment related roles in personal, institutional and retirement plan areas. Prior to joining LPL Financial, Jim built advisory practices at Raymond James and AXA. Jim received his MBA and BS degrees from Temple University. He holds his Series 7, Series 66 securities registrations through LPL Financial and Life, Health and Disability licenses. Jim resides in Shawnee, KS. He enjoys playing the piano and is a weekend warrior on the local tennis courts
Client Support Team at LPL Financial
LPL Financial Advisor
Client Support Team at LPL Financial
In regard to your account at LPL Financial, if you cannot reach James Magaziner on his cell phone at 610-505-2347, there are two places that clients can get help with general questions, account servicing and trading needs, as follows:
James Magaziner is teamed with LPL Financial Advisor, Hugh McNally, Hugh's office phone number is 215 646 6749. Hugh is a life-long Philadelphia area resident. His financial career spans over 25 years having spent time with
Prudential and Morgan Stanley before joining LPL Financial in 2006. Hugh is a Villanova University graduate. Also, in the event that James Magaziner were to pass away or become incapacitated, Hugh McNally is the assigned successor LPL Financial representative for James’ accounts at LPL Financial.
Hugh McNally may only discuss and/or transact securities business with residents of the following states: PA, NJ, DE, GA, CA, FL, OR, NY, VA, SC, KS
2. Clients may also get help with questions, account servicing and trading by calling the LPL Client Line at 800-558-7567.
My Support Team at LPL Financial
LPL Financial has teams of professionals available to me to provide support for investment research, financial planning, securities trading, insurances, and many other areas of the financial services industry.
LPL Financial is the entity that provides the computerized support system for my financial advisory practice. All client account data is stored on LPL Financial’s secure, multi-platform computer/software systems. One of the biggest vendors utilized by LPL Financial is Oracle Systems, whose informational structures are used to tie various applications together at LPL Financial. LPL Financial has state of the art data redundancy in the event of any type of disaster.
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.