It’s important to work with a financial professional who understands how your needs evolve as you make your way through life. At Mantay & Company, we bring a lifelong perspective to financial security.
Most of us look forward to a life full of happy and anticipated milestones, getting married; buying a home; starting a family; and if we’ve planned appropriately, retiring. Unfortunately, life also includes those unexpected twists and turns – moving on after the sudden death of a spouse, or being unable to work because of a chronic illness. Or you may have special concerns, like how to find investment options that align with your personal conviction to a cause, or how to provide care for an aging parent.
These events, expected or not, are challenges that may effect your financial security well into the future. Regardless of the life stage you’re in or the challenges you face, there are steps you can take to gain some control.
We offer protection solutions to help provide safeguards from the unexpected, as well as investment strategies and tools to help grow and protect the assets that make up your portfolio.
We can help you articulate and realize your vision of your financial future. Give us a call. We look forward to meeting you.
We get to know you through our onboarding process, when we collect needed information about you - then we use that information to develop the investment and protection strategies that are most appropriate for you. When we receive your approval to move forward, we implement those strategies. Then, we meet with you to review important information together: your policies and financial statements, service level expectations, and the online resources and tools that are available for you.
Communication is a key component of every successful relationship – our relationship with you is no different. We will typically reach out to you several times each year, either by e-mail, postal mail or by telephone. We may contact you about a potential investment opportunity, or you may receive an invitation to a fun and educational event.
It’s vital that you keep us informed of changes in your life: births and deaths, changes in marital status and family situation, career changes – they’re all important. At the very least, we will want to meet with you annually so we can determine what changes, if any, should be made to your policies, strategies and plans.