We Specialize in these Areas:

Business Owners: Your business and personal needs are intertwined, that's why an integrated approach to financial planning is critical.

Our business planning solution takes into account everything you'll need to start, grow, expand, and transfer your business all while understanding the impacts to your personal plan. We'll help you develop a personalized financial plan with solutions designed to meet the unique needs of your business, including:

  • Minimizing risks by preparing for surprises.
  • Safeguarding your business with coverage to help offset the loss of cash in case you become sick or hurt.
  • Recruit and retain employees with competitive benefit programs.
  • Transition your business smoothly with a well-designed business succession plan.
  • Integrate all aspects of financial planning for your business as well as your personal life.

Comprehensive Planning: We believe that you shouldn't have to hope for the life you want - you can choose to live it. Our version of financial planning helps you live your best life, your whole life. That means paying off your student loans and making the down payment. Moving mom in and remodeling so she feels at home. Retiring and never slowing down. Some companies only focus on insurance. Others on investments. We look at your financial big picture and recommend the right insurance and investment strategies in one integrated financial plan, designed to help you live the life you've always wanted.

Approaching Retirement: Two of the greatest financial challenges you'll face are accumulating enough assets for retirement and making those assets last a lifetime. Your retirement income plan should quantify your needs, identify your source of income, allocate your assets appropriately, and help guard against outliving those assets. We'll look at your expenses, priorities, and goals and help you put your money to work, so you can take some well-deserved time off.

Families with Children that have Special Needs: The challenges and demands confronted by a loved one with special needs are great. From identifying and qualifying for government benefits, to ongoing visits to physicians and therapists, to negotiating educational support, it is easy for families to adopt a "one day at a time" philosophy and delay thinking about the long-term future of their loved one. In order to create an effective plan, guidance from your team of advisors who understand the complexities of a person planning for a person with special needs is vital. As a member of that special needs team, I can provide these solutions to these families.

Jeffrey J Manderfeld

Jeffrey J Manderfeld, ChFC®, CLU®

Wealth Management Advisor


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