Overview
A. Magnolia Financial Planning Services, Inc. is a comprehensive financial planning firm that has been in
business since 1994. Magnolia is owned by Robby T. Bryant, CFP, CEA and Jason S. White, CFP, CPA.
B. We provide financial planning advice in the areas of retirement, investment, tax, insurance and estate
planning.
C. Magnolia analyzes, in detail, the client's current financial position including assets, liabilities, cash
management, employee benefits, insurance, estate plan and other detailed factors pertaining to client 's
financial position, individual goals and future objectives. After collection of all data and documents,
Magnolia processes and coordinates all information gathered,
assimilates all aspects pertaining to the
client’s case, projects known conditions into future assumptions, and makes recommendations in a written,
concise, personalized financial plan aimed at improving asset utilization, capital accumulation and goal
achievement. Clients may impose restrictions on investing in certain securities or types of securities
Magnolia makes a supplemental analysis in each subsequent year and updates, in writing, those as
necessary in relation to conditions existing at the time of each annual review.
D. We do not participate in wrap fee programs.
We currently manage $174,233,322 in assets as of March 2024, of which all is discretionary management.