Jeffrey A Manthey, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

   

Over the years our clients have come to think of us as a coach with respect to managing their resources wisely, combined with the conviction that stewardship in these areas is foundational to success.  My team  and I are committed to this as the basis of our practice.

Financial success doesn't happen by chance.  It has much more to do with choice.  Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.  At each step an individual is making key decisions with respect to their resources.  Taking this long-term view allows an indiviidual to be more productive with respect to their family, finances, businesses, and communities.  This is predicated on the knowledge that the clients resources are being wisely managed in a coordinated and comprehensive fashion consistent with their beliefs and objectives.  In order to accomplish this with each of our clients, it is important to recognize the individual nature and aspects associated with each client.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances.  A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.  When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step.  Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, my team will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to ensure your financial future is all you want it to be.
 

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