We are proud to be assisted by Tremonte Financial Consultants, a Traverse City based fee-only registered investment advisor, in providing personalized financial planning services that are integrated with your tax situation.
Creating Financial Freedom!
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Personal Finance Planning
Escaping debt or saving money for a big purchase like buying a new home can be daunting. With the help of Karrie Schell and Robert Manville, however, you could be well on your way towards achieving daunting financial goals. Manville & Schell, P.C. provides personal finance planning in Traverse City and communities across Grand Traverse County.
Schedule your free consultation to find out how we can help you develop a personalized financial plan that caters to your needs.
Finance Management for Individuals and Families
Saving for retirement, setting aside an emergency fund, and paying down debt all may seem like difficult tasks without the right financial mindset. Karrie and Robert have over 25 years of experience helping clients reach their financial goals by providing both the education and assistance necessary to consistently achieve and maintain a balanced monthly statement.
Money management is the skill of effectively earning, saving, investing, and spending money in a way that will allow you to achieve and maintain a comfortable standard of living. Manville & Schell, P.C. provides families and individuals in Traverse City with the assistance required to improve your personal finance management.
Experts in Managing Income and Expenses
Each client requires a unique approach to their financial situation. Our first steps are to assess your financial situation and gather information such as your current assets, cash on hand, debts, and income statements. We then generate a personalized finance plan that fits specifically with your needs. We put your goals at the forefront of your personalized services and provide you with invaluable expertise in money management.
Budgeting is an essential building block for money management. Treating your income as a business is the first step towards improving your financial management skills. Our team creates a spending plan that allows you the freedom for personal expenses while still saving money and paying down debt. We put the right process in place to automate reoccurring payments, such as insurance bills and living expenses while keeping up with your savings and spending goals.
Retirement and Safety
Saving for retirement is dismissed as an afterthought to more immediate expenses, but the sooner clients start saving, the better off they are in the long run. We help set up your tax-deferred retirement funds, such as a 401K or individual retirement account, and help you choose the right investments.
Insurance can save individuals hundreds of dollars in emergency expenses. We make sure you receive the right coverage pertaining to all your assets, including car, home, and life insurance so that you and your loved one are well taken care of in case of an unexpected event.
Helping Families across Grand Traverse County Save More
Our firm is dedicated to helping clients save more money and earn their financial freedom. Call Manville & Schell, P.C. for personal finance management in Traverse City and surrounding communities. Schedule a free consultation with Karrie Schell and Robert Manville today.