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.