Advisory services are offered through Magnifi LLC, an SEC Registered Investment Advisor. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State where notice-filed or otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Magnifi Holdings Inc. (and/or its affiliates) does not claim any partnership, endorsement, or affiliation with any brands, businesses or companies named or referenced on magnifi.com or any affiliated site, unless otherwise indicated.

Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success. Clients of Magnifi have an incentive to promote its services. There was no compensation provided for testimonials.

Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

Mutual Funds and Exchange Traded Funds (ETFs) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

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PLAN

Goal-Based Planning & AI Investment Advice

Map out your timeline and calculate your probabilities to reach your financial goals using AI guided investing.

Goal-Based Planning & AI Investment Advice

Plan Toward the Outcomes That Matter

Map out your timeline and calculate your probabilities to reach your financial goals using AI guided investing.

Your Personal AI Investment Advisor

Magnifi acts as your AI investment advisor. It uses your specific time horizons and risk tolerances to build financial plans.

Data-Driven, AI Guided Investing

Our AI guided investing tools calculate the probability of reaching your goals based on historical data and current market conditions.

Continuous Portfolio Alignment

Get ongoing AI investment advice that alerts you if your portfolio drifts away from your target milestones and suggests trade adjustments to keep you on track.

How Our AI Helps You Plan

  1. Define Your Milestone

    Tell Magnifi what you are saving for, such as early retirement, a college fund, an emergency net, or a down payment.

  2. Get an AI-Generated Plan

    The platform calculates your probabilities of success and provides AI investment advice on the specific asset mix needed to reach your target.

  3. Track and Adjust

    Monitor your progress. If market conditions shift, the AI advisor provides updated guidance so you can correct course through your linked brokerage.

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Frequently Asked Questions About AI Investment Advice

Yes. An AI investment advisor maps out your retirement timeline by analyzing your connected assets, your target retirement age, and your risk profile. It calculates a statistical probability of success and suggests portfolio adjustments.

AI guided investing combines your personal financial data with live market analysis. The AI suggests specific asset allocations and highlights trades to keep your portfolio aligned with your long-term goals.

Magnifi generates AI investment advice by analyzing live market data and your personal risk profile. Magnifi LLC is an SEC Registered Investment Advisor. All investing involves risk, including the possible loss of principal, and the final decision to execute a trade is always yours.

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