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Sound Financial Planning

“He who fails to plan is planning to fail.” – Winston Churchill

Common questions and concerns:

Common questions and concerns:

  • When can I retire?
  • Will I run out of money in retirement?
  • Can I organize and simplify my finances?
  • When should I take Social Security and Required Minimum Distributions?

Our Solution:

At Manley Capital, we know that you want to enjoy a comfortable and secure retirement. The problem is that planning for retirement can be complicated, and even a minor oversight can be costly, which can make you feel uncertain or overwhelmed.

We believe that everyone deserves to retire well, which is why we specialize in helping you meet your retirement goals with our simple process.

  • We discuss your situation, goals, objectives, experiences, and concerns, to understand what is most important to you.
  • Next, we create your personalized "Investing for Retirement Plan," which answers the important questions: When can you retire? How can you reduce costs and your tax liability? What is your optimal level of portfolio risk? How can you get more return while taking less risk?
  • Finally, we communicate consistently, clearly, and honestly so you understand exactly how and why you are positioned to reach your goals and retire well

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