Welcome to Manifest Wealth Management, a team of independent Financial Advisors with LPL Financial offering private wealth management services in Minnesota. We understand that individuals face unique challenges as they pursue their financial goals. We can help take the mystery out of preparing for today and tomorrow.
Whether your goal is cash flow management, risk management, preparing for retirement, college savings, or estate planning strategies, our personalized service focuses on your needs, wants, and financial goals and objectives. We offer comprehensive wealth management and financial planning strategies through LPL Financial.
Whether your goal is cash flow management, risk management, preparing for retirement, college savings, or estate planning strategies, our personalized service focuses on your needs, wants, and financial goals and objectives. We offer comprehensive wealth management and financial planning strategies through LPL Financial.
Services
We understand that personal finance is a major cause of stress in most people's lives. Our goal is to provide a process and service that gives our clients clarity in their situation and gives them confidence in knowing they are on a path towards achieving the goals they've set for themselves.
Our team has developed and refined a process to help our clients navigate all aspects of their financial life so they can focus on the things that are most important to them.
Our team has developed and refined a process to help our clients navigate all aspects of their financial life so they can focus on the things that are most important to them.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and develop a strategic plan to help take you from where you are today to where you want to be in the future as effectively and efficiently as possible.
We know the necessity and value of offering a competitive benefits package to employees - and the potential impact financial planning can have on your business. Employees look for more than just a paycheck at a job; they look for a competitive benefits package. And why wouldn't they? Benefits help them feel valued and cared for.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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