Retirement
401K’s, TSA’s, IRA’s Roth IRA’s, NQ Annuiites
INvestments
Growing wealth, shaping futures.
Wills & TrustEs
Protect your family
Real Estate & Mortgages
Residences & Rentals
About us
Your future. Our commitment. Together preparing for your next chapter.
We are a family-owned and operated business, proudly serving clients since 1986. What began in Southern California as a financial planning and coaching service dedicated to teachers, professors, and administrators has grown into a trusted firm helping individuals and families from all walks of life.
Over the decades, our discipline and commitment have expanded beyond education professionals to include business owners:
Today, we work with clients across multiple states, tailoring strategies to meet their unique goals and needs. Whether you’re just getting started on your financial journey or managing an estate of $2–$10 million, our mission remains the same: to provide clear guidance, trusted expertise, and personal care to every client we serve.
As a family-run firm, we value relationships above all. We take pride in treating our clients like part of our family, offering a personalized approach that puts your best interests first. Our goal is to help you build, protect, and enjoy the life you’ve worked hard for—today and for generations to come.
We still believe our clients are the best part of Mann Financial Services
We work hard to make your goals a reality!
Foundation Building
Building earning power, controlling debt, gdod finanicial habits. Key actions
emergency fund
Savings and retirement accounts.
Insurance
Growth & Accumulation
Growth – Max retirement, insurance, real estate, investments
Preservation & Protection
Retirement contributions, reduce debt tax planning.
Distribution Reliable income
Savings & InvestLorem ipsum dolor sit amet, ments into reliable income. Control taxes. RMD’s, Social Security retirment income.
We make the process, simple fast and enjoyable.
Zoom calls, telephone calls or in person virtual meeting
Zoom calls 30 mins
We give you personal examples of a custom plan. followed – with material sent electronically.
Telephone appointment
We understand that your life is busy. We can off set after hours and some weekend appointments.
in person meetings
Meetins at your office or school upon request.
group presentaions
Taliored to your group, school district or company.
Portfolio – Wins
Clients dreams becoming reality
Client Testimonials
Dont’t take our word for it – here’s what our clients say:
Do you sometimes have the feeling that you’re running into the same obstacles over and over again? Many of my conflicts have the same feel to them, like “Hey, I think I’ve been here before”
John Doe
Company name
Do you sometimes have the feeling that you’re running into the same obstacles over and over again? Many of my conflicts have the same feel to them, like “Hey, I think I’ve been here before”
John Doe
Company name
Do you sometimes have the feeling that you’re running into the same obstacles over and over again? Many of my conflicts have the same feel to them, like “Hey, I think I’ve been here before”
John Doe
Company name
Join us! It will only take a minute
Our Team
Financial Planners, Tax consultants, Real estate professionals, money Coaches
President & CEO
Kelly
Money Coach
Tim
Tax Advisor
Suzie
Retirement Plans Adm
Richard
contact information
support@gotomfs.com 800-366-6722
fax 888-366-7133
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