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Retirement Planning
Enjoying life’s pleasures during retirement is what planning is all about. It’s our job to maximize your retirement lifestyle by
minimizing unnecessary taxes during your retirement years. At Norton Mansu, our goal is to provide the investor with a
variety of options to help meet retirement goals. These include:
No matter what your financial goals are, the financial professionals at Norton Mansu can help you invest with confidence and
trust.
Estate Planning
Passing your wealth on to your heirs through your estate requires more than just a will, especially if your goal is to protect your
assets from estate taxes. Our primary concern is your family's long-term interests, and our advisors will work with you to
determine how to best position your estate for your family. We will partner with you and will consult with your attorney and tax
advisor to develop a customized Estate Plan that meets your needs and concerns.
Planning your estate means:
Managed Accounts and Advisory Services
In today’s fast-paced world, investors are often left to fend for themselves, without the advice or guidance of a professional who
truly understands their financial situation. With Managed Money and Advisory Services you’ll enjoy investing from a better
perspective, with information and professional assistance to help you make decisions. We will help to manage your hard-earned
money, with an investment team who uses sophisticated tools and extensive research to help you achieve your long-term
financial goals. The Norton Mansu team can provide you the comfort of knowing you have a clear, long-range plan in place and
the support of dedicated investment professionals helping you pursue your objectives.
Small Business Planning
Financial planning is more than reporting quarterly or annual numbers. It starts with setting practical assumptions and
understanding how cash flow and tax planning influence your operation.
At Norton Mansu that’s what we help you do – understand your numbers from a holistic standpoint, taking into account your
short-term needs and long-term goals. Small business financial planning is working to make sure everyone is speaking the same
language, and that managers and business owners are getting the high-level advice that they need to make critical business
decisions.
Insurance
Your insurance portfolio should let you protect and enjoy what you've earned during your lifetime and preserve wealth for future
generations. If you need insurance for estate, or financial planning, business or personal protection, we will help create a plan,
then provide convenient access to the coverages you need.
Enjoying life’s pleasures during retirement is what planning is all about. It’s our job to maximize your retirement lifestyle by
minimizing unnecessary taxes during your retirement years. At Norton Mansu, our goal is to provide the investor with a
variety of options to help meet retirement goals. These include:
- Mutual Funds
- Stocks
- Corporate Bonds
- Tax Free Bonds
- CD’s
No matter what your financial goals are, the financial professionals at Norton Mansu can help you invest with confidence and
trust.
Estate Planning
Passing your wealth on to your heirs through your estate requires more than just a will, especially if your goal is to protect your
assets from estate taxes. Our primary concern is your family's long-term interests, and our advisors will work with you to
determine how to best position your estate for your family. We will partner with you and will consult with your attorney and tax
advisor to develop a customized Estate Plan that meets your needs and concerns.
Planning your estate means:
- Talking to family members now to decide how to handle your financial and medical affairs if you become incapable of
making your own decisions. - Working with an attorney now to draw up a will or establish a trust that will distribute your property according to your
wishes after you die. - Making other important decisions now. That way, your loved ones won't be confused or burdened with financial troubles
when you can no longer provide for them.
Managed Accounts and Advisory Services
In today’s fast-paced world, investors are often left to fend for themselves, without the advice or guidance of a professional who
truly understands their financial situation. With Managed Money and Advisory Services you’ll enjoy investing from a better
perspective, with information and professional assistance to help you make decisions. We will help to manage your hard-earned
money, with an investment team who uses sophisticated tools and extensive research to help you achieve your long-term
financial goals. The Norton Mansu team can provide you the comfort of knowing you have a clear, long-range plan in place and
the support of dedicated investment professionals helping you pursue your objectives.
Small Business Planning
Financial planning is more than reporting quarterly or annual numbers. It starts with setting practical assumptions and
understanding how cash flow and tax planning influence your operation.
At Norton Mansu that’s what we help you do – understand your numbers from a holistic standpoint, taking into account your
short-term needs and long-term goals. Small business financial planning is working to make sure everyone is speaking the same
language, and that managers and business owners are getting the high-level advice that they need to make critical business
decisions.
Insurance
Your insurance portfolio should let you protect and enjoy what you've earned during your lifetime and preserve wealth for future
generations. If you need insurance for estate, or financial planning, business or personal protection, we will help create a plan,
then provide convenient access to the coverages you need.
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| Norton Mansu Financial, Tax and Estate Planning 1006 4th Street, Suite 100 Sacramento, California 95814 ph: (916) 440-1213 fax (916) 440-1233 *Securities and investment advisory services offered through Financial Network Investment Corp, member SIPC. Financial Network and Norton Mansu, LLC are not affiliated. Tax preparation and services are offered by Dynamais, Inc. Financial Network does not offer tax advice or tax preparation services and is not responsible for any such services offered by Dynamais Inc. |