Hi, I’m Jeffrey Manz, Principal and Founder of New Life Financial Solutions, LLC (NLFS)
NLFS is a full-service company, serving small business owners and individuals in all 50 states. With 35+ years of experience in Financial Services, I bring a unique perspective regarding how to accumulate and grow your wealth so that you will feel confident that your financial goals will be attained.
As an Independent Fiduciary, I am legally required to put your needs ahead of my own. Sure, you may have heard others state this but before you engage them, ask them if they are, in fact, an Independent Fiduciary and ask them to explain what that means to you. If they answer with anything but a resounding “Yes”, I would advise you not to engage them as they may not have your best interests in mind. Remember, my multiple licenses legally require me to prove that my recommendations hold your best interests first. Be particular when it comes to your hard-earned money. Do not settle for anything less.
After successfully raising three kids of my own, I have obtained the training and skills to counsel parents in the secrets of putting their kids through college with little or no debt. Guiding folks in their 50’s and 60’s how to Crash Proof their retirement accounts during these turbulent times is one of my greatest joys. As a Nationally Certified Social Security Advisor, I guide people through the confusing maze of Social Security maximizing their lifetime benefits which is an important part of successful retirement planning.
My MBA training and many years of professional consulting with business owners benefit you as I bring many skill-sets to the table well beyond my competitors. My love of business drives me to volunteer my spare time with the Small Business Administration’s SCORE organization assisting small business owners in all industries in successfully launching, growing and retiring from the businesses they’ve built.
For Me, It’s All About You
You have worked hard for many years and now deserve to enjoy a comfortable, secure retirement lifestyle. You deserve to be happy. You deserve the best advice money can buy which only an Independent Fiduciary can bring to the table. My goal is to help you find the resources and information you need to make confident financial decisions. When you’re ready for personal guidance, I’ll be glad to connect with you with a no-obligation consultation to determine whether we’re a good fit. So, if you have any questions or you are ready for personal attention with your wealth planning needs, please fill out the form to the right.
I look forward to getting to know you! /Jeff 🙂
|Who would be a good referral for you?||Small business owners with approx 5 – 15 employees or individuals with 401ks, 403bs, IRAs or Health Insurance or Life Insurance or Annuity needs.|
|Business address and/or service area||Home Office in Palm Beach Gardens, FL – National Service base|
|Business phone number||954-234-7397|
|Mobile phone number||954-234-7397|
|Keywords/Phrases (To be found in searches, members may add up to 10 keywords.)||financial planning, business tax credits, cost segregation, 401k, retirement plans, health insurance alternative, annuities, crash proof your retirement, best life insurance, market downturn, college financial aid|
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