Retirement Planning

Manby Financial Strategies works with/for you to develop a plan that to show you how to create financial independence and provides for more certainty in your retirement your by: 
  • Reducing/eliminating risk; 
  • Maximizing social security; and 
  • Helping you crate a living legacy.

Here at Manby Financial Strategies we work with you to develop a plan that provides for more certainty in your retirement.

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Financial Consultation

The 7 steps to the Financial Planning process.

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Video Library

Our gallery of videos will give you an overview of the financial industry and it will show you how we can help you invest wisely.

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Manby Financial Strategies

At Manby Financial Strategies, we believe it is our mission “To make a positive difference in the lives of our clients". We create a Financial Plan that will help them secure Financial Independence now, and in the future. We protect their assets from financial uncertainty, so they may pass their wealth to their heirs in the most efficient manner. We consistently strive to go beyond our clients’ expectations and our greatest reward is their peace of mind.

 

We have been committed to delivering innovative strategies to assist our clients in attaining financial independence throughout their lives. We have specialized in creating financial independence including investment advice, asset management, business and estate planning, and Asset Protection Planning for hundreds of clients for over 35 years. From the beginning, we have been committed to delivering innovative tools and strategies to assist our clients in obtaining financial independence throughout their lives.

 

If you are looking to create Financial Independence, my team and I will be there to help develop a plan that will provide peace of mind, while protecting your assets from legal and tax expenses, which will provide more for your family.

 

I have successfully completed the rigorous qualifications to achieve and maintain the following designations:
  • NSSA® - National Social Security Advisor, Certificate Holder
  • ChFC® - Chartered Financial Consultant
  • CFP® - Certified Financial Planner
  • AEP® – Accredited Estate Planner
  • CLU® - Chartered Life Underwriter
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Next Steps...

Every person is unique and we work with you to create an individualized plan that will help you create more certainty, accomplish your goals.