If you are someone looking for a transparent fee based financial planning in Wisconsin , then we have the best financial advisors for you!
You heard that right! With a team of established financial consultants with over 110 years of combined industry experience, we at vantage financial are committed to provide you with unbiased recommendations to help you achieve your financial goals.
Want to know more about us?
Let’s start!
Our aim!
- Offer you a life long focused approach.
- Boost your confidence.
- Increase your financial knowledge.
- Build a relationship of trust!
- Provide you with a suitable financial plan.
We are not just your financial planners , we are your financial partners!
What do we do?
We create thorough financial plans for you and your family at all stages of life. Our plans are high-touch, approachable and flexible – we work with you keeping in mind your present realities of your growing goals and circumstances. We pride ourselves on being your financial partner!
We provide you with the best financial advisors who are fiduciary and engage in transparent fee based financial planning at Wisconsin .
Our client service model
The best financial advisors at wisconsin work in 3 stages-
- Inquiry - We love to have conversations with you! You will first meet our Client relation specialist who will determine a time for you to visit the office nearest you to meet with a Senior Wealth Advisor.
- Initial meeting - welcome to vantage financial! Now, we will discuss YOU, yes everything about you- your priorities , your goals and your needs. We will try and devise a plan- JUST FOR YOU!
- Strategic meetings- once you show us the green light , you will automatically become our top priority! We will keep you engaged, discuss your plan, progress and suggest required financial changes.
You see? Your success is our top priority!
You can trust us!
- We are committed to fiduciary- acting in your best interest is our favorite thing to do!
- We are into transparent fee based financial planning.
- From investments to retirement , we work while keeping in mind your present and future priorities.
- Our consistency makes us the best financial advisors for your financial future!
- Need a financial quarterback? We are at your service!
Manna Wealth Management has a richer understanding of each client’s personal and financial life that gives them us the ability to customize wealth management solutions to fit each client.
We manage complex financial lives of affluent clients have the ability to draw upon a wide array of services and products to meet outcomes.
It is not enough, however, to simply be able to offer a longer menu of products and services.
For a Manna Wealth Management, each product and service has to be put in the context of the client’s overall investment plan.
Our financial advisors help clients develop a comprehensive plan encompassing all areas of finances, including savings, taxes, retirement, inheritance and college funds, in addition to helping clients work out how they can achieve their financial aims.
Our financial advisors create a strategy for accumulating wealth for retirement and personal goals.
