We’re pretty good with numbers.

We'll handle all your tax and accounting needs, so you can focus on your business.

Guiding You Through Life’s Most Transformative Financial Moments

You’ve inherited more than assets—you’ve inherited support for people who inherit wealth and want clarity, stability, and a confident plan for the road ahead.

A New Chapter Deserves Guidance

Receiving an inheritance can change your life—but it also comes with questions, emotions, and new responsibilities. Whether you've just received a windfall, expect one soon, or want help stewarding a family legacy, you deserve clear, steady guidance rooted in understanding and experience.

✓ Support for newly inherited assets and trusts ✓ Strategies to preserve, grow, and honor your legacy
✓ Clear, structured guidance for heirs and beneficiaries ✓ Planning for next-generation financial security

We make the complex simple

We offer full tax, booking and accounting services, so you can focus on everything else in your business. 

With our expertise and know-how, we'll help you save money, reduce stress, and focus on you're real priorities. 

Specialized Planning for Inheritance Recipients

Most financial advisors focus on retirement or general investing. We focus on the unique challenges and opportunities that come with receiving an inheritance:

Making confident decisions without rushing

Proper planning can help you save money and reduce liabilities. 

Button

Understanding taxes, timelines, and beneficiary responsibilities

Proper planning can help you save money and reduce liabilities. 

Button

Turning a windfall into long-term security

Proper planning can help you save money and reduce liabilities. 

Button

Balancing emotions, legacy, and family expectations

Proper planning can help you save money and reduce liabilities. 

Button

Align Your Investments With Your Values

Many clients—especially those inheriting wealth—want to invest in a way that reflects who they are and what they believe. We offer Environmental, Social, and Governance (ESG) investment options designed to:

✓ Support sustainable, ethical companies ✓ Align your portfolio with causes you care about ✓ Provide long-term risk management

You don’t have to choose between performance and principles. We help you build a portfolio that respects both.

Services Designed for Life’s Financial Turning Points

Inheritance Planning:

Step-by-step strategies for managing new wealth.

Button

Comprehensive Financial Planning

Full-spectrum planning for long-term clarity.

Button

Investment Management:

Evidence-based investment strategies tailored to goals.

Button

Retirement Planning:

Planning for the next stage of life.

Button

 Who We Help

We work with individuals and families navigating major financial transitions, including:


• Adults who’ve recently inherited money
• Heirs preparing for a future inheritance
• Families handling estates, trusts, and beneficiary planning
• Professionals entering a new financial chapter
• Anyone seeking clarity, structure, and long-term guidance

 A Simple, Clear Framework

Step 1

Understanding Your Situation:

Conversation about goals, concerns, and family dynamics.

Step 2

Building Your Plan:

Customized financial plan built around clarity and long-term stability.

Step 3

Ongoing Guidance:

Year-round support, adjustments, and guidance as life evolves.

Meet Magnum Financial

Magnum Financial offers a grounded, approachable perspective on wealth management. We help clients make thoughtful decisions during times of change—especially when navigating an inheritance. Our aim is to help you feel organized, informed, and confident about your financial future.

What Our Clients Say

Professional Photographer


"Working with Steve has been a wonderful experience, even life saving. I've depended on him for everything from budgets to taxes to investments and he's helped me understand each along the way and how it's all interconnected. As I approach retirement, I'm glad to know he's on my team."

S. Smith, Sonoma CA

Retired

"I've known Steve for 20+ years, he is patient and relaxed, not a salesman. He never pressures me, just provides options, takes time to explain everything and offers his best advice. I value his opinions and never make a financial move without calling Steve first."

M. Anderson, Hayward CA

Retired Attorney

"With a history of poor financial and personal decisions, at age 55 I had accrued nothing my future. When Steve became my “Coach”, my habits and outlook started changing. Steve is a highly experienced and broadly informed strategic thinker. Yet, he readily communicates with an intuitive sensibility to Person. His steadfast support establishes a zone of comfortable trust within which his guidance has carried me through even job loss and pandemic forced move. Over the past 20 years, Steve Bossio has helped me to build something from nothing. At 75, that has made all the difference."

S. Wendell, Santa Cruz CA

Magnum Financial LLC News

What to Do First When You Receive an Inheritance

November 20, 2023
This is a subtitle for your new post

Avoiding the Most Common Inheritance Mistakes

November 20, 2023
This is a subtitle for your new post

How to Preserve Family Wealth for the Next Generation

November 20, 2023
This is a subtitle for your new post

Start Your Next Chapter With Confidence

If you’ve received an inheritance—or expect one soon—now is the right time to get clear, structured guidance.