PROFESSIONAL PROFILE
Greg Mankey CFP®, CKA®, AAMS®
www.MastheadAdvisors.com
Professional Approach
Masthead Advisory Group is a full-service, Bible-based Financial Life Planning firm committed to helping people pursue their life and financial goals. We offer a wide range of financial services and tools to individuals, organizations and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach those goals through our personalized process and independent advice.
Mission Statement
To provide God-honoring, comprehensive, personalized stewardship plans which achieve clients’ wealth management, retirement income and estate transfer goals; To give compassionate and caring service that endeavors to help our clients achieve personal, financial and spiritual growth; To exceed clients’ expectations and grow through referrals of family, friends, neighbors and associates; and To Serve, To Protect and To Prosper all those God leads to our door.
As a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), a Certified Kingdom Advisor® (CKA®) and Accredited Asset Management Specialist™ (AAMS®), Greg works diligently to create lifelong relationships using his education, dedication and calling to best serve his clients, no matter where they are on Life’s Journey. Greg is a retired U.S. NAVY CAPTAIN (O-6) Nuclear Submarine Officer and considers Masthead Advisory Group as his calling to continue to serve God and all those who seek guidance to better steward their blessings.
Please visit, MastheadAdvisors.com and give us a call for an appointment at 317-863-5355 to learn more about our firm and the range of services we provide. Our firm has relationships with a wide variety of financial services providers and professionals, so in the event you need a service we do not currently provide, we can recommend a like-minded professional who can serve your needs.
Helping You Navigate Life’s Financial Journey. /SDG/