The Magellan Philosophy

Balance Isn’t The Middle, It’s The Mission.

We find many people chase peak returns, low taxes, or absolute protection. Yet we believe the real prize is finding a balance of all three. 

Steady the vessel first, then point the bow toward adventure.

At Magellan Financial Planners, balance means anchoring enough guaranteed* income and protection to calm the nerves, while leaving the right amount of flexibility to chase fresh opportunity. 


A balanced plan helps shield you from surprise squalls, emboldens you to explore new ports of call, and leaves you confident enough to focus on sunsets, not spreadsheets. 

How We Get Your There

The Magellan Method

Step 1

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Plot Coordinates

We identify your goals, timeline, and the perspective you want from the helm.

Step 2

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Check Weather

Cash flow currents, tax tides, and risk squalls.

Step 3

Arrow right

Set Course

We help build strategies designed for guaranteed* income first and growth second.

Step 4

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Trim Sails

Annual reviews keep your strategy on track even when seas get rough.

Why Magellan Financial Planners?

A man helps a young child ride a small bicycle. The child smiles as the man guides from behind, in a sunny outdoor setting.
Person holding a flag, representing leadership and achievement.

Navigator’s Calm 

Markets throw waves; we keep an even keel.

Head silhouette with a scale of justice inside, symbolizing ethical thinking.

Balance Minded

Every recommendation filters through the mantra “balance money, balance life.”

Target with an arrow in the bullseye, standing on a two-legged support.

Confidence First

Negative reverse questions and full disclosures mean you feel heard, not herded.

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Story-Driven Clarity

We use real life analogies (and the occasional dad joke) to make complex ideas click.

Clock with hands at 1:06, with a counter-clockwise arrow around the face.

25 Years of Proven Routes

From early retirements on factory floors to late career pivots for tech execs, we’ve charted them all.

Your Retirement Guide

Keith Bidne, LUTCF

For 25 years Keith has helped clients balance money and life through plain spoken guidance, guaranteed income strategies, and tax efficient withdrawal plans. He’s captained three Toastmasters clubs, served the Elks, and has a knack for the art of explaining Roth ladders without putting anyone to sleep. When he’s not charting retirements, he’s piloting a 17 foot fishing boat across Minnesota lakes with his grandkids—proof that balance is more than a tagline.

Keith Bidne
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Bring the grandkids, 

not the spreadsheets.

Whether you’re deciding when to claim Social Security, debating Roth conversions, or wondering if your assets can fund another cruise, we help you turn complexity into calm so you can spend more mornings watching sunrises, not market tickers.

Contact Us