What Makes Us Different?
Pretty much every advisor out there makes some vague claim that they’re “different.” But what makes them so different, really?
At Manchester Financial, you’ll notice several things that help us stand out from the crowd.
You Get a Personalized Plan Designed Just for You
You need an individualized plan based on a deeper understanding of what matters most to you and a highly customized portfolio aligned with exactly what you want to achieve.
We take the time to listen to you and ask the right questions so we understand your situation at a deeper level. After that, we work alongside you to craft a crystal clear, easy-to-understand plan that will help build a secure, empowered future for yourself and your family.
You Get Fiduciary Advice Designed to Protect You
Advice that is merely deemed “suitable” for you isn’t always in your best interest. It’s not that advisors operating under the suitability standard can never be trusted, but we think that if you are putting your clients’ best interest first, why not prove it by operating under the fiduciary standard?
This simple difference could impact you in several ways including:
- How Much
- By Whom
You Access Intelligent Reporting That Saves You Time
In addition, we will send you a quarterly statement and periodic newsletter along with monthly custodial reports, special updates about market events and strategic adjustments to your portfolio.
The three most important professionals in your life may be your attorney, your CPA, and your financial advisor. That’s why we offer a “Professional Alliance” package that allows you to give your CPA or attorney access to your portal, if desired.
You Benefit from the Best Strategies
Ed Slott was named “The Best Source for IRA Advice” by The Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine. As our client, you benefit from our direct access to Ed Slott and his up-to-date retirement and tax planning strategies.