STEP 1: Schedule a FREE 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.
STEP 2: 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?
STEP 3: 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.
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 most people will recognize the tremendous value we provide and choose to work with us.
Manley Capital Management is a Registered Investment Advisor founded to provide responsible private wealth management services to investors seeking capital appreciation, balanced with risk management and a focus on preserving capital.
There is no cost or obligation to this offer.
