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 Wealth Management and Preservation Planning 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
- CLU® - Chartered Life Underwriter
- ChFC® - Chartered Financial Consultant
- CFP® - Certified Financial Planner
- AEP® – Accredited Estate Planner