Manuka Financial, LLC
WE HELP YOU RETIRE
By providing comprehensive retirement planning, investment management and tax planning for a flat fee.
Preparing to retire can be both exciting and nerve-racking at the same time. At Manuka Financial, we help answer your questions and provide guidance on how to make your retirement transition successful. So you can focus on all of the experiences you’ve been waiting years to enjoy..
We are:
- Trustworthy – As a fee-only fiduciary, we always act in our client’s best interests.
- Experienced – We’ve spent over a decade helping hundreds of families successfully retire.
- Credentialed – We hold the CPA (Certified Public Accountant), PFS (Personal Financial Specialist) and CFP® (CERTIFIED FINANCIAL PLANNER™) designations, setting us apart from most other financial advisors.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.