Financial Advisory and Planning Tailored To You
These days, much of the financial advice you'll encounter is just about investments. At Manna Capital Management we know that money isn't just about investing. It impacts your choices and actions, every day. That's why we will focus on your entire financial life.
Saving for retirement, saving for college, supporting your favorite charity anything you do that involves money can impact your overall success. Together we will create a plan that strives to cover it all.
1Tailored Plan - Pathways to Your Financial Future
Based on your input, we will create an Initial Plan that will help serve as the map for your financial future.
Your Plan will:
- Reflect your financial goals, timing, and priorities.
- Evaluate your current financial situation in relationship to your goals.
- Provide a consolidated picture of all your financial assets.
- Align your feelings toward risk.
- Include investment recommendations, downside risk strategies, insurance coverage, and savings plans.
Disclosure: Asset allocation can not eliminate the risk of fluctuating prices and uncertain returns.
Wells Fargo Advisors Financial Network does not act as a fiduciary and does not provide tax or legal advice. However, we will be glad to wok with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.
2Comprehensive 401k Guidance & Monitoring
We can provide comprehensive asset allocation guidance for your 401K's assets so that you can be sure all your money is in line with your initial plan.
- We will review 401K's to provide investment recommendations.
- Specific selections for your 401k and;
- Investments in other Tax qualified accounts.
3Ongoing Strategic Financial and Investment Advice
You'll meet with your personal Financial Advisor quarterly or semiannually, depending on your desired level of contact, to check on your progress and make any necessary adjustments. Once a year, your Advisor will conduct a comprehensive review of your plan to make sure it still reflects what's important to you, and accounts for any changes to your circumstances. During this meeting, you'll also review your specific investments.
Our experienced investment management approach brings you:
- A team of investment professionals who construct portfolios based on strategic recommendations and risk profile.
- Portfolio customization designed to meet your preferences and needs.
- Important diversification normally unavailable to individual investors.
- Periodic rebalancing to ensure your portfolio maintains the most effective concentration of investments.
- Rigorous selection and ongoing monitoring of the investments in the portfolio.
Disclosure: Diversification does not guarantee profit or protect against loss in declining markets.
If you have any questions or would like to open a retirement plan with Manna feel free to contact the financial professionals at Manna Capital Management by calling 703 533 0030