Located less than 20 miles from Pepperdine’s beautiful Malibu Campus, Manchester Financial didn’t stray far from its educational roots where many on our team have graduated, worked and taught. Today, we continue to maintain a close relationship to the Pepperdine Family with a strong history of service including hiring alumni, supporting and mentoring current students, and sponsoring educational and athletic events. Of course, our relationship with the university doesn’t end there. It also includes an extensive knowledge of the Pepperdine retirement and savings plans. Because many on our team have worked for Pepperdine, and our founder, Robert Katch, was a manager of the Endowment, you can rest assured that our ability to manage your life’s savings and help you plan for retirement rests on a thorough understanding of your Pepperdine benefits. Feel free to give us a call today at 805-495-4405 to find out how we can help you create a retirement plan that lasts.
• Financial, Retirement & Estate Planning
• Managing Your 403(b) and 457 Plans
• Tax & AMT Reduction Strategies
• Ministerial Housing Consulting
• 403(b) & 457 Plan Rollovers
• Deferred Comp Optimization