Home Up Locations Contact Us Job Opportunities


Employer PFP
Cash Management
Risk Management
College Funding
Retirement Income
Estate Planning
Investment Planning

Financial Planning Services




Who Needs Financial Planning

Today, EVERYONE needs to plan for a secure financial future. Financial management grows increasingly more complex due to changing tax laws; volatile interest rates and stock market; a variety of new insurance programs and diverse investment opportunities. To achieve financial security you cannot proceed without a comprehensive Personal Financial Plan. The Plan positions you to preserve more of your income, minimize your tax burden, and direct your energies and resources toward the achievement of your specific financial goals.


horizontal rule

Key Benefits

bulletKnowing where you are now, where you want to be, and how to get there.
bulletA team approach to assist you in setting your financial goals and support to help you reach those goals.
bulletIt's your money, you worked hard for it, now put that money to work for you.
bulletPreserving your hard earned assets for the ones you love.


horizontal rule

Financial Planning Programs

bulletEmployer Personal Financial Analysis Program
bulletComprehensive Financial Planning
bulletBudget Control
bulletCash Flow Management
bulletCredit & Financing
bulletRisk Management & Insurance Review
bulletCollege Funding
bulletPension Distribution Planning
bulletRetirement Income Goals
bulletSocial Security Entitlements
bulletEmployee Benefits Review
bulletEstate Planning
bulletPremarital Counseling
bulletDivorce Financial Planning
bulletCharitable Giving Planning
bulletInvestment Review
bulletFinancial Planning Workshops & Educational Programs


Home ] Up ] Employer PFP ] Comprehensive ] Cash Management ] Risk Management ] College Funding ] Retirement Income ] Estate Planning ] Investment Planning ] Other ]

Use our Information Request Form for more information or a quote on any of our products and services.
Review Professional Fees for information on fees, payment policies, and ways to reduce your accounting fees.
Privacy Statement , Terms of Use , Acknowledgments, and Trademarks & Copyrights
Send mail to NMance@tmlg.com with questions or comments about this web site.
Copyright 2000 - 2010 The Mance Leahy Group
Last modified: December 17, 2010