"Relationships ... not Transactions."
At Mana Financial Group, LLC our mission is to help simplify your retirement plan. Starting with your objectives, we help you achieve goals with peace of mind. We cherish our clients and their families. Our financial strategies and planning solutions are designed on a personal, case by case basis. This is not a one-size fits-all solution. We look forward to a discovery meeting to see how we may help you make a simple plan for the next phase of your life.
Meet Our FirmOur team is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
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Upcoming ClassesView our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
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Services We OfferWe specialize in Retirement Income Strategies, Wealth Management, Asset Protection, Annuities, Life Insurance, Investments, Tax-Efficient Strategies, Long-Term Care Strategies, and IRA & 401(k) Rollovers.
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At Mana Financial Group, LLC we believe business is about relationships, not just transactions.
A core principle guides us in each and every client relationship:
“Always do what's right for the client, do so with integrity and honesty,
and help as many people as we can!”
A core principle guides us in each and every client relationship:
“Always do what's right for the client, do so with integrity and honesty,
and help as many people as we can!”
Co Author of the book - THE INFORMED FED
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Local Advisors, Multiple Locations
to Serve All Your Needs
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Schaumburg Office
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Geneva Office
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