Helping You Reach Your Financial Goals
We are here to help you achieve your goals. Elaine and Scott and our three assistants are dedicated to providing excellent customer service. We work to develop strong relationships with our clients to understand their goals and dreams. We then work with our clients to develop a plan to help them reach their goals. This includes creating a personal budget, planning for retirement, developing a proper asset allocation, establishing college savings plans, life insurance, long term care insurance and working with Estate Attorneys to develop an estate plan.
We use a wide range of products and services to help clients implement their plans. We then meet periodically with clients to track progress and make adjustments to the plan as needed. We strive to become our client's trusted advisor.
We can help you execute a sound financial plan utilizing the following products and services:
- Rollover 401(k)s and other company retirement plans to Rollover IRAs
- Personal retirement plans including Traditional IRAs and Roth IRAs
- Business retirement plans including 401(k)s (pre-tax and Roth style), 403(b)s, SEP IRAs and SIMPLE IRAs
- Education funding
- Mutual Funds
- Life insurance*
- Annuities*
- Long Term Care Insurance*
* Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements.
CA Insurance License # 0706550 for Elaine Manley and 0C96859 for Scott Manley.
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