Financial Planning For Pre-Retirees between 53 and 63 looking for advanced retirement planning.
With an advisor, fully on your side. Let's build a plan for your future that maximizes tax-timing and estate planning for you and your family. The time to start is now. Let me help you.
Trusted Partners:
You are worried, do I have all of this right?
You've been saving, investing, checking all the boxes. But you still have questions. Do I have everything in place? Have I set myself up and my family for long term success? I wish I could talk to someone that cared about me.
"I hear so much about what to do and what not do. I need help."
Absolute clarity in knowing what to do in your 50's is essential in living you best life once you enter retirement. Let's make sure.
"Do I have enough and how should I plan for what I have?"
Strategic planning means that you are leveraging everything at your disposal. Tax timing and Estate Planning are central to your success. Let's give you Peace of Mind.
"What happens if something happens to me?"
Having an Estate Plan without your heirs understanding it, is not a plan. Let's fix that.
Download Your Free Checklist.
Learn the 10 most important steps to prepare for retirement so you can move forward confidently with a plan that fits your life.
At Manetta Wealth, We're All in on You.
We'll handle the full picture—so you're never left wondering if something's been missed. One advisor, always in your corner.
Fiduciary Advice—Always.
We're legally and ethically required to act in your best interest—not a bank's or a product manufacturer's. No commissions, no hidden incentives. Purely, relationship-driven advice.
Everything in One Place.
Through Altruist, all your financial data lives in one platform—investments, performance reporting, and planning tools working together. No more chasing information across accounts.
A Real Relationship.
We stay engaged on a far more regular basis—not just each quarter or when the market moves. You'll always get an advisor who cares to know your name, your goals, and your current situation.
Get To Know Manetta Wealth Management.
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Getting Started Is Easier Than You Think
We keep our process pretty straightforward. Here's what working with us actually looks like—in just 3 simple steps.
ROTH Conversations.
Let's start with a conversation: Are you willing to start a process where you will never have RMD's?
Tax Free Income, For Life
Building an investment portfolio before 70 that yields tax free income for life starts in your 50's. Let's get started.
Estate Planning for Family Legacy
Let's review your entire family's Estate Plan, not just yours. Let's make sure everyone is protected in the way that you want them to be.
