Our Journey is Your Journey
At 30,000 Ft. Wealth Management, we take pride in introducing you to our unique 30,000 Ft. advisory process – a comprehensive seven-meeting journey designed to empower both new and existing clients alike.
With unwavering care and attention, we aim to instill confidence in your financial plan and maintain a steadfast relationship between you and your dedicated advisor.
Your 7-Step Journey
50,000
The Personal Insight Meeting
40,000
Blueprint Meeting
In the blueprint meeting, we review our values and goals conversation and gather essential facts to create a comprehensive picture of your financial portfolio. This crucial step equips us with important information to complete a blueprint fact finder, laying the groundwork for your financial plan.
35,000
Internal Analysis of Client Operations
In the following week, your advisor collaborates closely with our financial planning department. This internal analysis enables us to create accurate financial models and prepare planning options tailored to your unique needs. This sets the stage for our next meeting.
30,000
The Strategy Meeting
With a comprehensive analysis in hand, we gather for the strategy meeting, which typically lasts 90 minutes. Here, we present various planning options and engage in a collaborative discussion to identify the strategy that aligns best with your financial goals. We provide you with a clear visualization of each option’s cash flow implications, empowering you to make informed decisions.
20,000
Solutions Meeting
After ample time for review, we convene to discuss our recommendations. Together, we determine the investment strategy that will propel you towards achieving your financial dreams. This meeting generally lasts about one hour.
10,000
Implementation & Statement Reading Meeting
At this stage, we focus on completing all necessary paperwork to put your selected strategy into action. We establish online access for your accounts and thoroughly review your initial account statements, ensuring a smooth transition towards your financial goals.
Ground Level
Ongoing Partnership
As your relationship with us continues, we meet regularly throughout the year for standard of care meetings. During these sessions, we review your financial plan, ensuring it aligns with your evolving goals. Depending on the life stage you and your loved ones are in, discussion topics will vary. This commitment to care extends throughout your journey, before and through retirement.
25 Strategies to Minimize Taxes eBook
Tax Strategies to Win in Retirement
- When to turn on social security.
- Understand what is actually taxed.
- Timing your withdrawals in retirement.
- Charitable giving & how to do it strategically.
- Have a tax plan when the market goes down.
- Help you understand the federal tax brackets.
- How much of my inheritance do I get to keep.
- What accounts you want to have for retirement.
- Why & when to complete a Roth IRA conversion.
- Why ETFs & municipal bond funds should be considered in your portfolio.
Testimonials
What Our Clients Are Saying
Jeff and his team are the best. They have made our transition from working years to retirement years seamless. Their investment and tax knowledge are second to none. They handle everything for us and take away any worries so that all we have to do is enjoy our retirement.
Linda
Jeff and his team have helped me through many difference scenarios over the past 14 years. Started as a Paint process engineer and climbed the corporate ladder to realize i wanted something different. There is nothing more valuable then to have the experience of the 30k team to help navigate these changes. They have the experience of many clients to look out into the future and guide us.
Michelle
We have been a client on Jeff and 30,000 Ft Wealth Management for 15+ Years. It started in our business with managing our 401 K program. Jeff now handles all of our personal investments.
We have been associated with Jeff Manzella for a little over two years. Jeff and the entire team have made us feel like part of the family. In that time Jeff prepared us for retirement by not only guiding us through this new adventure in life but also making us feel like were in the right position but that we had partnered with the right team. They have helped to answer and navigate those uncertain questions on finance and have helped to direct us to feel that we are in very capable hands with Jeff and his team. Their knowledge and expertise in the world of retirement has added a great feeling of calmness as we start this next chapter of our life. In addition, they provide many great seminars on subjects that are relevant to retirement. The team at 30000 ft Wealth Management excel in providing not only Great Customer Service but a Great Customer Experience. We would highly recommend Jeff and the 30000 ft Team as your Trusted Financial Advisors.
John and Sharon
Jeff Manzella and his 30,000 FT financial management team have been absolutely outstanding in helping my wife and I ensure we’re taking all the right steps to prepare for the future. From the periodic face to face meetings to impromptu calls for advice, every engagement has been prompt and informative. We are now far more comfortable as we approach retirement age knowing we have such a great group of professionals helping us plan for the future.
Scott
I have been a client of Jeff Manzella for over five years. Jeff and his team are so knowledgeable and conscientious. I am so impressed by the service I have received.
As my husband and I approached retirement – I was nervous about our finances and the future. My sister recommended Jeff Manzella and his team at 30,000 Ft. Wealth Management. Jeff asked about any upcoming plans, vacations, big purchases and brought up the ‘what ifs’ that occur in life. Jeff and his team created a plan that we were comfortable with – for both the present and the future and addressed all of our concerns and fears. Best decision we’ve made, we now have peace of mind and can sit back and enjoy our retirement.
Madeline
We have been working with Jeff and his team for over 10 years. They are all very knowledgeable and helpful. We would highly recommend Jeff to anyone who wants an advisor who actually cares about you and your future. He always has our best interests in mind. Through the ups and downs of the market Jeff has always been there to guide us with his expertise. We are very happy with the service we receive.
Jeff and his team excel at goal-based investing, providing exceptional guidance tailored to your long-term aspirations. Their personal touch is truly outstanding-they take the time to deeply understand your 5-, 10-, and 20-year goals, delivering results that keep you firmly on the path to success. We wholeheartedly recommend their services for anyone seeking a dedicated and results-driven financial advisory team.
Sincerely, Brian and Maria
Who We Serve
Customized Financial Solutions
For Individuals
Investments | Retirement Planning
Tax Planning | Insurance Planning
Estate Planning
For Businesses
Profit-Sharing
