Who am I?
I have always focused on my clients’ needs and life goals to direct my 31 year old wealth management practice. I believe that a key to my clients’ success is helping them to answer complicated aspects of their lives with simple and straight-forward financial solutions. Sound planning, open and educational communications, and comprehensive financial solutions allow for the long-term partnership that exists between me, my clients and their families.
Financial Markets Commentary: Wake-Up Call for Investors
The usually staid safe-haven government bond market broke with tradition in May as volatility increased and yields surged. It’s time to consider how to position your bond portfolios for the possibility yields could shift to a higher plateau over the next several quarters. Read the full financial markets commentary, as well as asset-class views and key forecasts, in the latest edition of Global Insight.
Will Social Security be There for You?
Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review our Social Security Fundamentals white paper, then call me to discuss your retirement plan.
Are you interested in taking the next step?
Contact me directly using the "contact me" link below and also at the top of my home page. There is never any obligation in setting up an exploratory first meeting. The only way that we can be sure that my wealth management services will mesh with your financial needs is to sit down with me and see. I look forward to meeting you and helping you to determine if being my client will help you to reach your goals. Contact me for an introductory appointment today.
Douglas Mance is currently registered to conduct business with residents of the following states:
AL, AR, AZ, CA, CO, FL, HI, IA, MN, NJ, NM, NY, OH, OR, PA, SD, TX, VA, WA, WV
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.