Richard Manske (BBA, CFP®)
Richard Manske focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
Planning Specialties
Financial planning is best implemented as a process and not a product. We combine under one fee structure asset management and financial planning. We specialize in working with retirees and medical/dental professionals. We custody client assets at Charles Schwab and Fidelity Investments.
Parsec Financial assists trustees of ERISA retirement plans. Our expertise focuses on procedural prudence to best minimize Fiduciary Liability.
Additional Information
Parsec Financial is a shareholder member firm of National Advisors Trust. We offer wealth management services to trustees and beneficiaries or irrevocable trust agreements and National Advisors Trust serves as administrative trustee.
NAPFA Start Date
January 01, 2004