Retirement Planning

For many individuals, everyday financial demands such as mortgage payments, tuition bills or the expense of caring for an elderly parent can often overshadow their good intentions of investing for retirement.

Others simply assume that Social Security and company pension benefits will be enough. Still others may neglect to actively manage what they do set aside, keeping their retirement assets anchored in investments that are no longer the best alternatives in light of their changing needs.

In general, many people simply meander toward retirement with no set course. Yet they hope to be able to one day enjoy the things they have always dreamed of doing — traveling, buying a second home, starting a new hobby...living with dignity.

None of these goals can be fully realized without establishing direction toward a secure financial future through proper planning.

Doing so requires careful preparation and realistic goal-setting — determining where you are now, where you would like to be in the future and what you may need to help get you there. Mann International's advisers can help you to devise a plan now that will enable you to retire comfortably at a later time.

Portfolio Construction In keeping with our due diligence practices, we assess our clients' circumstances, objectives and attitude to risk.

Our Approach It has been our experience that many of those that have accumulated wealth tend to be primarily concerned with preserving it.

Financial Planning The best financial plan is one that's specifically designed to help you manage issues like cash flow, retirement income, tax strategies and business succession planning.

Your Mann International advisor can help you accomplish these goals with solutions that include private family foundations, charitable remainder trusts, charitable lead trusts, charitable gift annuities, and pooled-income and donor-advised funds.

Education Funding — The ability to fund a child or grandchild's higher education may be a personally rewarding use of your wealth. Your Mann International advisor can provide you with options for helping those you cherish that include custodian accounts for minors, college savings plans, sophisticated trust solutions and more.