WEALTH MANAGEMENT

At Magnuson, McHugh and Company we want your wealth management plan to be a perfect 10. Using our Method 10® comprehensive financial solutions, we can build a wealth management plan that is specially tailored just for you.

We believe exceptional planning means accounting for every possible aspect of your financial future. This helps us craft a wealth management plan that fits you perfectly.

These 10 key wealthcare issues are crucial to address for a comprehensive financial solution.

1

investment planning

How can you make the money you have work for you?

Integrated asset allocation and portfolio design / customized asset management programs / diversification strategies / alternative investments

2

tax Planning

Paying taxes is a certainty, but we can help ensure it won’t obliterate your finances.

Income tax and estate tax planning / tax-optimized investing / charitable planning / trust services

3

Asset Protection

Safeguarding your hard-earned money from common pitfall.

Long-term care insurance / disability protection / income replacement / creditor protection

4

retirement Planning

Making sure you’re set when the time comes.

IRA rollover and distribution planning / income projection analysis / fixed-income strategies / qualified plan design and compliance

5

Business Planning

Keeping an eye on the future of your business.

Business success / buy-sell agreements / non-qualified retirement plans / key employee retention

6

Estate Planning

What happens to your wealth after you’re gone?

Wealth transfer and tax reduction / charitable gifting / trust services

7

Insurance Planning

Protecting your finances from the unexpected, like death or disability.

Life insurance analysis and design / long-term care insurance / disability protection

8

Education Planning

Preparing for the rising cost of college for your loved ones.

Coverdell Education Savings Accounts / 529 college savings plans / UGMA/UTMA accounts / Trust services

9

Special Situations

Asking those difficult “what if” questions.

Divorce / incapacitation and control of assets

10

Debt Management

Maintaining an efficient credit oversight.

Creditor protection / efficient credit management

Our team of first-class professionals will work closely with you to create your wealth management plan. These are your dreams and we’re here to help you achieve them.

Financial planning, or wealth management, is often considered a daunting, complex process and here at Magnuson, McHugh and Company we’ve changed that. There may be many options for Coeur d’Alene, North Idaho and Inland Northwest wealth management firms, but we’re the only ones that have covered all the bases. Here’s how the process works …

It’s really that simple. So whether you want to leave a legacy, achieve financial freedom, retire when you want to, send your kids to college or ensure that your needs are never a burden to others … our Method 10® solution can help.

With Magnuson, McHugh and Company you’ll know that you’re in good hands. We provide easy access to industry experts, and you’ll have confidence in your wealth management team. Don’t just imagine all the possibilities, make them a reality by contacting Coeur d’Alene’s trusted wealth management professionals.

If you’re ready to work with Coeur d’Alene and North Idaho’s premier wealth management and financial planning firm, click below to contact one of experience team members directly or call us at 208.765.9500.

Our Wealth Management Specialists

Kevin McClelland, CRPC

An advisor since 2007, Kevin’s Family has roots in Spirit Lake, Idaho since the 1970’s. Kevin studied Political Science at St. Lawrence University in Upstate New York before returning to North Idaho in 1999. Having worked for some of the nation’s largest financial institutions, Kevin’s role is to help our clients and their families succeed in areas of investing, retirement and legacy planning.

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Kevin McClelland, CRPC

ANTHONY OSS, CPA

Anthony Oss joined Magnuson, McHugh & Company in 2010, after obtaining a BS in Accountancy and Finance from the University of Idaho in 2008 and a MS in Accountancy with an emphasis in Taxation from Boise State University in 2010.

Anthony was born and raised in Coeur d’Alene, where he and his wife are now raising their daughter. He also enjoys challenging friends on the basketball court.

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ANTHONY OSS, CPA

MICHELLE SCHINI HANELINE, CPA

Michelle is a third generation Coeur d’Alene resident and proudly serves as President of Magnuson, McHugh & Company. She graduated from the University of Arizona in 1990, and joined Magnuson, McHugh & Company in 1995. Her current areas of focus include individual and business taxation as well as developing a practice in medical, dental consulting and business valuations.  Michelle also has nearly 20 years’ experience in governmental accounting and auditing.

She currently serves as Treasurer of the North Idaho College Foundation. In her free time, she enjoys golfing, snow skiing, traveling and spending time with her husband and children.

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MICHELLE SCHINI HANELINE, CPA

TORI GRAY, CPA

Tori Gray was born in North Idaho and grew up here and in Montana. She has deep roots in Kootenai County, with a large local extended family. After graduating from the University of Montana, Tori joined Magnuson, McHugh & Company in 1992. In addition to her consistent focus on tax services, Tori became CEO of the Company in 2011.

She has also been very active in professional affairs, serving in various roles with the American Institute of CPAs, the Idaho Society of CPAs, and the Idaho State Board of Accountancy. Locally, she has served with various civic groups, most notably a long-time association with Sunrise Rotary. In her spare time, Tori enjoys traveling and spending time with family including her husband, his children and grandchildren.

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TORI GRAY, CPA

Audrey Cleave

Audrey joined the company in March 2017. Prior to that she spent over a decade working working as an account manager, where she developed a myriad of skills in business, analytics, and customer service. She also developed accounting, tax, financial planning, employee and vendor management experience working as the General Manager for a local family resort and restaurant. Audrey went to North Idaho College and is an authorized notary. Her future goals include becoming a certified financial planning assistant, as well as obtaining her insurance licensure.

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Audrey Cleave