Your Retirement Roadmap Starts Here
Our Charlotte, NC, and Fort Mill, SC, advisors help you map out your retirement income, one confident step at a time.
What We Do
The road to retirement isn’t always straight—but you don’t have to navigate it alone.
Our team supports individuals and families at every stage of life while placing a strong focus on those pivotal 3 to 5 years before and during retirement. Whether you’re in the middle of your career, approaching your final working years or already settled into retirement, we’ll work with you to build a clear, sustainable plan that protects your lifestyle and supports the future you want.
Who We Help
We work with individuals and families across a wide range of life stages and circumstances, including:
Career or Job Changes
Marriage
Growing Families
Starting, Growing, or Exiting a Business
Preparing for or entering retirement
Estate and legacy planning
Core Services
We don’t believe in cookie-cutter plans. We believe in roadmaps.
Your retirement journey is unique—and it deserves a personalized plan that helps you stay on course. Here are some common questions we’ll address in our Retirement Roadmap:
How do I replace my paycheck with sustainable income in retirement?
What are common mistakes that derail retirement goals, and how can I avoid them?
How can I minimize taxes and keep more of what I’ve earned?
As changes in my health, family, or finances occur, will my retirement plan adapt to accommodate my needs?
You tell us where you want to go—we’ll help you get there.
Retirement Planning
- Planning strategies designed for every stage of your career, from early savings to drawing income in retirement.
- We focus on minimizing taxes and creating sustainable income to support your lifestyle in retirement.
Investment Advisory
- Personalized investment strategies that reflect your goals, timeline, risk tolerance, income needs, and health considerations.
- Access to an open architecture of investment vehicles through Cambridge, our independent broker-dealer.
Risk Management
- Planning for family, business and income protection during an unforeseen event.
- Every client’s strategy includes a thorough risk and insurance assessment to help protect what matters most.
Strategy Reviews
- We schedule regular check-ins—typically twice per year—to adjust your financial plan as life evolves.
- These updates ensure your plan stays aligned with your goals, priorities, and any changes in your circumstances.
How We Work
Your journey. Your pace. Our guidance.
We’re based just outside of Charlotte, NC—and work with clients both locally and virtually. Our process is designed to be straightforward, transparent, and free of pressure. Here’s how we begin:
Chart Your Course
We start with a relaxed call to understand your goals, needs, and lifestyle.
Build Your Roadmap
We create a customized retirement plan that brings clarity to your income, investments, and next steps.
Drive With Confidence
With regular check-ins, we help you stay aligned with your goals as life and markets change.
Independent Guidance with Your Best Interests First
As independent advisors affiliated with Cambridge Investment Research, we have the freedom to focus entirely on what’s right for you—not a product or quota. That means more choices, more flexibility, and a roadmap that’s truly your own.
Our Team
We bring decades of experience, a down-to-earth approach, and a genuine commitment to helping you protect what you’ve built.
Alex Mann, RICP®
Partner
About Alex
Alex is a Charlotte native and holds a Bachelor’s degree from the University of North Carolina at Wilmington.
Alex represents the third generation of advisors from the Mann family and has been practicing in the financial services industry since 2008. Alex’s clients include many professionals, families and business owners. Additionally, Alex specializes in Retirement Income Strategies and has obtained the Retirement Income Certified Professional Designation or RICP®.
Randy Hebert, CLTC®
Partner
About Randy
After 15 years as a PGA Golf Professional, Randy shifted his focus in 2006 from fairways to finances—and he’s been helping clients navigate retirement, wealth preservation, and legacy planning ever since.
Known for his approachable style and personalized service, Randy takes time to educate each client so they feel confident and prepared for what’s ahead. He is securities licensed in SC, NC, FL, WV, GA, ME, PA and insurance licensed in SC, NC, AL, AZ, FL, GA, ME, MI, PA, UT, VA, WV.
Outside the office, you’ll still find him on the golf course, now trading swing tips for retirement tips.
Rob Mann, ChFC®, CLU®
Partner, Retired
About Rob
Rob began his financial services career in 1980 after graduating from the University of North Carolina at Chapel Hill. Over four decades, he served more than 500 clients—many of whom stayed with him for the long haul.
Now enjoying retirement in Fort Mill, Rob remains an important part of Mann Capital’s story and spirit. His commitment to client relationships, integrity, and service continues to shape the way we work today.
Check the background of investment professionals on FINRA’s BrokerCheck.
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Contact Us
Let’s start building your financial future—together.
Mann Capital Management helps families, individuals and small business owners navigate through life’s major milestones—job changes, growing families, retirement—with tailored retirement planning, investment strategy, risk management, and ongoing reviews. We prioritize education, long‑term growth, and independent, flexible advice.
If you were referred by someone, please let us know when you reach out—we’d love to thank them personally.