At Manifest Wealth Management, we offer comprehensive financial planning tailored to the unique needs of professionals. Our services are designed to provide clarity, confidence, and control over your financial future.
-Financial Plans
-Goal Setting
-Cashflow & Budget
-Debt Strategy
-Insurance Solutions
-Life Transitions
-Credit Building
FINANCIAL PLANNING
-Asset Allocation
-Fund Selection
-Capital Gains
-Portfolio Benchmarking
-Roth Conversions
-529s/College Funding
-Quarterly Reviews
INVESTMENT COORDINATION
-W-2, W-4, 1099 Reviews
-Coordination w/ CPA
-Charitable Giving
-Donor Advised Funds
-Restricted Stock Units (RSUs)
-Incentive Stock Options (ISOs)
-NonQualified Stock Options (NSOs)
-Tax Loss Harvesting
TAX STRATEGY
-401K/403B Contributions
-Required Minimum Distributions (RMDs)
-Social Security Navigation
-Inherited IRAs
-Medicare Selection
-Long Term Care
-Estate Planning
-Inflation Protection
RETIREMENT GUIDANCE
Our Process
At Manifest Wealth Management, we follow a structured approach to help you build a strong financial future. Our process ensures personalized strategies that align with your goals.
1. Discovery Call
We start with an initial conversation to assess your financial foundation and identify areas for improvement.
2. Analyze Cash Flow & Needs
We take a deep dive into your income, expenses, and financial obligations to create a clear picture of your financial health.
3. Create Goals
Together, we define short-term and long-term financial objectives to build a strong foundation for success.
4. Tailored Financial Plan
We develop a comprehensive, customized strategy to guide you toward financial growth.
5. Implementation
We put your plan into action by selecting suitable insurance and investment solutions to protect and grow your wealth.
6. Ongoing Review & Adjustments
Financial planning is a journey, not a one-time event. We conduct regular reviews to ensure your plan evolves with your life and financial goals.
Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800-873-7637, www.htk.com, Any other business entity or name that your financial professional markets their securities and advisory services under is not affiliated with HTK. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
We are insurance and securities licensed in our resident state of FL as well as other states. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.
We are insurance and securities licensed in our resident state of FL as well as other states. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.