Schedule a retirement readiness assessment

Whether you’re 6 months or 20 years from retirement, it’s never too late or too early to start planning. We focus on providing personalized advice to help get you to your ideal retirement.

For 55 years, we have specialized in helping clients:

  Retire confidently and feel financially secure

  Optimize savings during their highest earning years

  Capitalize on executive compensation packages to maximize savings

  Navigate complex personal or family situations

  Prepare emotionally and financially for retirement

  Plan for healthcare and long-term care needs

Get started with a 30-minute intro meeting with a financial advisor

You've worked hard. Let us help you get to the finish line.

After a lifetime of working and saving, planning for retirement comes with many financial and emotional considerations. When you work with us, you'll get a comprehensive, personalized plan for retirement, including...

  • Goal Setting

  • Retirement Savings Analysis

  • Investment and Planning Advice

  • A Dedicated Team

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A sustainable retirement savings depends on your needs, wants, and wishes for this chapter.

Our advisors take the time to get to know you, your family, and your vision for retirement to ensure your savings can support all of your retirement wishes.

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Are you on track to retire in 3 years? What if you waited 5 years?

We’ll assess different retirement scenarios – and how different variables will impact your savings and future retirement income and come up with a plan to best support your ideal retirement - whether that means traveling, caring for family, or leaving a legacy.

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Maximizing your highest income earning years, then transitioning to living off your nest egg, requires strategic planning.

Our advisors take a holistic, comprehensive approach to ensure you can retire with confidence. You’ll receive a proposal complete with investment portfolio recommendations that align with your goals, risk tolerance, and personal situation. In addition, we’ll optimize your plan with tax management, estate planning recommendations, and more.

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Get Wall Street expertise from a team with Main Street values.

We are big enough to provide a variety of award-winning investment strategies, but small enough that you have direct access to the team advising on and managing your money.


Get started on your plan

Explore our free financial planning app, or, if you're ready for more personalized, hands-on support, you can schedule a call with our team any time.

Connect with a financial advisor for a personalized plan

We’ve been helping clients achieve their goals for more than 55 years and can help you turn your dreams into reality too. It all starts with a plan. Connect with a member of our team today to get started.

Connect with an advisor

Start your plan in our free financial planning app
 

This free tool makes it easy (and fun!) to get started on your financial plan. Explore a variety of tools, calculators, and educational modules designed to help you take control of your finances.

Sign up

Frequently asked questions

How should I prepare for my first meeting?

Here’s what you can do to prepare for your consultation:

  • Gather income, expense, and investment statements (pay stubs, compensation package details, 401k, investment accounts, mortgage, annual credit card statement, etc.)
  • Think about what your goals are – what do you want your retirement to look like? If you’re unsure of your goals, that’s okay, too. We can talk through your aspirations together.
  • Consider what your needs, wants, and wishes are in retirement, e.g., traveling, supporting children or grandchildren’s college education(s) or wedding(s), buying a second home or making home improvements, charitable giving, etc.
  • Do you have any concerns with your current financial situation?

This 10-minute exercise is a helpful starting point for determining your retirement readiness, as well as centralizing some of the important financial information we’ll discuss in our first meeting.

Download and get a head start today.

What can I expect during my first meeting?

The first thing we do is listen.

During our first conversation, we’ll spend some time getting to know you and your goals. You’ll get to know us too, which is why every consultation is free. Some things we’ll cover:

  • What a financial advisor does and how we can help
  • Your current financial situation, including current investments
  • Your goals
  • Answer any questions you have around financial planning and wealth management

What happens after my consultation?

We’ll get to work creating a customized financial plan just for you, designed to help turn your dreams into reality.

If you decide to partner with us, you’ll have a dedicated service team who will coordinate with you and any other professionals you already work with, like CPAs or attorneys, to set up your account and put your plan in motion.

What type of service can I expect going forward?

To provide you peace of mind, we continuously review your progress.

We'll create action plans and provide ongoing recommendations based on any important changes in your life. From regular reviews to stress testing your plan so you understand how your plan will hold up against a range of potential market environments and outcomes, over time and as things change, you can count on us to proactively monitor your progress.

And, since you’ll have a team of professionals dedicated to you and your plan, you’ll always be able to get in touch with someone if you have a question or need extra support.

 

How much money do I need to work with a financial advisor?

Chances are, no matter how much you have, you could benefit from some level of financial advice. We have clients in every stage of life, and investment options that start with a minimum investment of just $2,000.

 

 

 

 

 

What is a fiduciary and is Manning & Napier a fiduciary?

Simply put, a fiduciary is obligated to act in your best interest. When you’re looking for an advisor, it’s recommended to select a fiduciary. After all, would you want to work with someone who wasn’t obligated to act in your best interest?

And yes, Manning & Napier is proud to be a fiduciary. That said, we don’t need a fancy title to know that the right thing to do is whatever is best for our clients. You deserve a partner who is transparent, advocates for you, and is always on your side, and you can count on Manning & Napier for all of that and more.

What is a CFP®?

A CFP® is a CERTIFIED FINANCIAL PLANNER®, and someone who has met rigorous education, training, and ethical standards. Our team is comprised of not only these professionals, but also tax professionals, attorneys, Chartered Financial Analyst® (CFA) Charterholders, Certified Divorce Financial Analyst® practitioners, CPAs, and other specialized professionals to provide you with the most comprehensive plan possible.

Why work with Manning & Napier?

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+ comprehensive planning

We consider your entire financial picture – from taxes, to retirement planning, estate planning, and more, alongside your investments to build you a comprehensive plan.

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+ ongoing advice and personalized service

You’ll get ongoing investment and planning advice, monitoring of your portfolio, and peace of mind knowing you’re on track to meet your goals. You’ll also enjoy personalized one-on-one service with your dedicated team of professionals.

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+ champion for your goals

As a fiduciary, you’ll get a partner that you can count on to be transparent and always have your best interests in mind.

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+ an established track record

With 50+ years of experience managing money, rest assured we’ve seen it all. Our investment strategies have been time-tested throughout the many market environments we’ve encountered since opening our doors in 1970.

Who we are

We strive to be your one-stop shop for financial wellness, which is why we consider all aspects of your financial health, from investments to taxes and more, to build your plan. And with regional service teams throughout the US, we’re prepared to meet you wherever you are – physically and financially.

Get to know us

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@ManningNapier

Manning & Napier

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

A CPA is a Certified Public Accountant, and someone who is licensed by a state board of accountancy. CPAs are required to demonstrate knowledge and competence by meeting high educational standards, passing the CPA exam and completing a specific amount of general accounting experience.