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Tina T. Manion, an Investment Advisory Representative is a specialist in the financial and retirement needs of individuals who have the specific goal of maintaining their quality of life. She also assists individuals in making wise decisions as they move throughlifestagechanges.The LifePlanconcentrates on the following ideas:
- Retirement/Pension Planning and projections
- Strategic, Tactical Constrained, Tactica Unconstrained & Absolute Return Asset Allocation Strategies
- Third Party Professional Money Management
- Personal Financial Statement & Cash Flow Analysis
- Tax reduction strategies
- Risk protection and insurance analysis
- Values-Based Estate Planning & Recordkeeping
- Recommendations & Implementation
- Periodic reviews
MY MISSION STATEMENT
To provide the very best service to my clients, assisting them in making the wisest financial decisions to attain their goals and retirement dreams with honesty and integrity since1979.
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