Making it Personal
At Eissens & Mangan we recognize that each client's needs are different and that their financial plan should be too. We are a collaborative practice that takes a holistic approach focusing on your unique life situations. We will tailor a personalized plan that is clear and easy to understand. Our process starts with us getting to know you. We listen to your interests and goals so that we understand what matters most to you. We use a four-step process of analyzing, recommending, implementing, and reviewing. Your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.
A Financial Plan will help you address common concerns:
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
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