Danielle Manbeck

Background

About Danielle Manbeck

A strategic Business Retirement Plan Manager with over 18 years of experience. For the last 12 years, I have worked closely with companies and non-profit organizations to manage and administer their retirement plans. Here are some of the areas we focus on with our clients->3(21) 401(k) and 403(b) Fiduciary plans and services -> Retirement plan participant education -> Rescuing out of compliance plans while proactively identifying potential compliance issues -> New plan start-up advising -> Driving plan performance through effectiveness, efficiency, and ease through E3 process Specialties: Series 6 & 63 licensed Registered Administrative Assistant offering securities and advisory services through Independent Financial Group, LLC (IFG) a registered broker-dealer and investment advisor. Member FINRA/SIPC. Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts electronically. The material contained herein is confidential and intended for the addressed recipient. If you are not the intended recipient for this message, any review, dissemination, distribution, or duplication of this communication is strictly prohibited. Please contact the sender immediately if you have received this message in error. Licensed to sell securities in CA. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party site.