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Understanding Today’s Financial Environment

Welcome to Manifest Wealth Management, a team of independent Financial Advisors with Waddell & Reed offering private wealth management services in Minnesota. We understand that individuals face unique challenges as they pursue their financial goals. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is cash flow management, risk management, preparing for retirement, college savings, or estate planning strategies, our personalized service focuses on your needs, wants, and financial goals and objectives.

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Helpful Content

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Asset Allocation

Asset Allocation

Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.

 

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Estate Planning for Future Generations

If your family is like many, talking about money is taboo. Don’t let that be the reason your legacy doesn't last.

Tips for Creating a Budget and Sticking to It

Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.

How credit can determine your financial health

These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?

Waddell & Reed WealthLink: Your financial world in one place

WealthLink is your personal online portal providing a holistic view of your financial life in one secure location.

HSAs: Are they just what the doctor ordered?

Are health insurance premiums eating into more of your budget than you’d like?

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Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

Creative Planning

Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Annual Review

A lot can happen in the course of a year.

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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