Investing for Retirement Can Be Complicated and Stressful
Planning for Retirement makes many people feel:
- Uncertain when they can retire or if they can retire better?
- Overwhelmed by the possibilities and complexity.
- Worried that they will make a mistake and may not be okay in retirement
- Skeptical and unsettled about trusting someone else when there's so much at stake
Everyone Deserves to Enjoy a Comfortable and Secure Retirement
Manley Capital Management has served as a trusted partner for individuals and families, providing private wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We believe that clear, honest, and consistent communication is essential, so each client understands exactly how and why they are positioned to reach their goals and retire well.
Retirement Planning | Tax Strategy | Investment Management
Our Simple Process
Our 15-minute “Investing for Retirement Strategy Session”
- We discuss your current situation, retirement goals, and concerns.
- The purpose is to learn about you, what you want to accomplish with an advisor, and to understand if we have the right services to help you achieve what is most important to you.
Our Discovery Meeting
Our deeper dive into your goals, concerns, and current financial situation to understand:
- When can you safely retire?
- Can you pay less tax?
- Can you invest better with less risk?
- Can you be confident that you will Retire Well?
Our Follow Up Meeting
We show you how to achieve your goals, so you are confident and secure in retirement. We discuss your:
- "Investing for Retirement One Page Plan"
- Personalized Tax Report
- Portfolio Analysis and Stress Test
At the end of the meeting, you decide if it makes sense for us to work together.
Why are we giving you a comprehensive retirement plan for FREE?
At Manley Capital, we believe that everyone deserves to retire well, and a financial plan, tax strategy, and risk analysis are the critical foundation that everyone preparing for retirement should have. Also, we are very confident that you will recognize the tremendous value we provide and choose to work with us.
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