Personal Planning

As independent financial advisors, Austin Manning Wealth Management is dedicated to helping you achieve your financial goals. By understanding your unique needs and objectives, we will provide you personalized guidance along your financial journey with the right strategies and solutions in place to help you succeed.

Our Commitment

Together we have a singular goal to help you reach your financial objectives today, tomorrow, and throughout your lifetime. Our commitment is straightforward – to provide you with leading-edge  advice supported by the team and the systems to deliver consistently on that promise.  

Our Range of Services

We believe that our role is at the center of a broader professional network.  To that end, we either provide or facilitate all services to support our clients. Among the services that we offer are:

Retirement Planning

Investment Consulting

Education Planning

Debt Management Strategies

Asset Protection, Insurance, 

Life Insurance

Disability Insurance

Trust and Charitable Giving

Income Planning

Estate Planning

Estate Tax Relief

Tax Planning

Critical Illness

Long Term Care Insurance

Business Succession Planning

Multi-Generational Planning

Our services are designed to help you answer the following questions:

How can I get more from my investments?
How can I reduce my exposure to risk?
How much money will I need to live comfortably in retirement?
Am I saving enough?
What is the best way to save for college?
How can I help reduce estate taxes and preserve more of my assets for my heirs?
Do I have the right amount of life insurance?

If you are interested in any of these services or topics, please schedule an appointment so we can further develop your plan.

Request A Consultation