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Helping with investments, retirement and financial planning.
Our Process
It all starts with a conversation, we want to hear what's on your mind. What would you like to have happen?
1. There is no cost or obligation for our 1st call.
2. Are you looking to pay for some help with financial planning?
3. Would you like some help with your investments or retirement accounts?
A Working Relationship
After our 15 minute free call, if you decide to move forward. We will schedule a 60 minute "Getting Organized" meeting. We want to help you find the correct answers.
Do you have any questions about your retirement, future cashflow, investment allocation, savings rates, estate plans, tax reduction strategies or insurance needs? We will discuss how to navigate these choices.
If you are ready to talk, it starts with scheduling a phone call.
Are we a good fit?
Our Services
We focus on increasing expected returns, reducing risk, and lowering costs with your investments. Our value centered approach may use low cost ETFs, stocks, mutual funds, bonds, and cash for your investment allocation. We make it very easy for you to optimize your investment accounts, it starts with a simple phone call, click the Schedule a Call button.
If you have $175,000 or more managed by Maranantha Financial we will waive the minimum fee of $1,250/year.
Every new account will have an initial onboarding call which includes our comprehensive financial planning process with discussions focused on 6 Key Areas of Financial Planning. We will review your Risk Management, Cash Management, Investment Management, Retirement Planning, Tax Planning and Estate Planning. Click the Schedule a Call button and we'll discuss the personal finance questions on your mind.