Our Approach

Financial Planning

Our financial planning focus is primarily on retirement planning. We help our clients make smart decisions regarding appropriate strategies that seek to build, protect and distribute their retirement assets.

We want our clients to achieve their long-term retirement dreams.

We also direct clients through major financial decisions regarding college funding, inheritance planning and ongoing portfolio management for their non-retirement assets.

Our experienced team will work with you to identify your personal needs and values, then implement and monitor a plan designed to help you pursue financial independence. Our planning process involves three steps:

1. ASSESSING YOUR NEEDS AND FINANCES

We begin by meeting with clients and having a comprehensive conversation to develop a deep understanding of your current financial situation and goals.

2. PREPARING YOUR PLAN

We provide a detailed analysis of your finances, develop a variety of customized strategies, and offer suitable recommendations to address your future needs.

3. IMPLEMENTING AND MONITORING YOUR STRATEGY

We work with you to put your personalized plan into action. We maintain consistent communication with you as we monitor your portfolio and make adjustments as your plan evolves over time.

We are independent and have no proprietary products.

Our advisors work as fiduciaries on a fee basis, or we can work on a commission basis, if appropriate and chosen by the client.

At Manchester Investments our wealth management strategies include:

• Retirement planning
• Investment planning
• Estate planning
• Education planning
• 401(k), 403(b), SIMPLE and SEP IRA plans
• Insurance
• Small business strategies
• Risk management
• Gifting strategies