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Planning for everyday people with service, integrity and knowledge.
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Our Financial Services
  • Retirement Planning
    • Do you know when you're going to retire?
    • Do you know how you will retire?
    • Do you know what's beyond retirement?
  • Investment Planning
    • You've worked hard for your money, shouldn't it now work hard for you?
  • Insurance Planning
    • How will your family get by if you have a Critical Illness such as Cancer or a Stroke?
    • With your death or disability, how will your family pay the bills?
  • Estate Planning
    • Who will get the biggest chunk of your estate on your passing, your family or the government?
  • Employee Group Benefits
    • Are you a business owner looking to attract and retain good quality employees?
    • Do you want a tax deductible way to provide health and dental benefits to your employees and their families?
  • Tax Planning
    • Do you pay taxes?
    • Are you paying the least amount of tax?
  • Cash Management
    • Do you need a strategy to get out of debt and start saving money?

Business Solutions

Growing Your Business

Every business owner and manager wants to grow their business. At Manion & Associates we can evaluate your business, identifying areas to reduce costs and increase revenues. 
 
Areas we analyze and report on include:
  • Basic Operations
  • Administration
  • Communications
  • Technology
  • Banking
  • Staffing Levels
  • Sales
  • Marketing & Promotions
  • Networking & Community Service  

 

Business Plan Writing

The Business plan is the most important document to the business owner and manager. It gives guidance and direction, provides a detailed marketing and financial plan, and details unforeseen challenges and concerns. Every business is different so our team works with you to customize the right plan for your business. 
  • Do you need financing?
  • Are you looking to sell or get an investor?
  • Are you thinking of purchasing an existing business?
If you answered yes to these questions, you WILL need a Business Plan. 

 

Funding Your Business  

With a proper business plan, you can now apply for funding or look at funding opportunities like traditional financial institution and micro loan lending or maybe you qualify for government support or grants money. We have the answers to questions like:
  • How Should I Fund My New Business Banks vs Credit Unions Who Funds What?
  • Investors or Investment What Grants are Available?
  • Do I Qualify?
  • What is the Process to Secure Funding?