Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals.

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How Can We Guide You?

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.

Who We Are

Manchester Investments is a multi-generational firm that has been dedicated to providing the community with experienced guidance on all aspects of wealth plan management since 1993.

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Our Process

Tell us where you want to go, and we’ll work with you to develop a plan that suits your needs. And as your life changes, we’ll adjust your plan so it better aligns with your new path.

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Our Beliefs

We are committed to helping you discover suitable, realistic opportunities as you pursue your financial goals – and to providing clear, objective financial guidance to help you stay on course toward your vision of the future.

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Our Team

Rick | LPL Advisor Representative | Manchester Investments
CERTIFIED FINANCIAL PLANNER™ Professional
LPL Investment Advisor Representative
Jacob | LPL Advisor Representative | Manchester Investments
CERTIFIED FINANCIAL PLANNER™ Professional
LPL Investment Advisor Representative

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