Maciel Wealth Management will help you forecast the cost of public and private schools and determine if a 529 College Savings Plan, Education Savings Account, also known as Coverdell, or another investment vehicle is the best choice.
How Do College Savings Work?
What’s Our Approach?
Several savings plans offer tax and financial aid benefits, which is why it’s crucial to obtain a full analysis of your finances and timeline in order to take full advantage of the opportunities they provide.
We offer virtual financial planning services so you are not limited by location or time. In tandem with the highly sophisticated software we lean on, we identify your educational needs financially and all possible investments suitable to afford those needs.
Interested in a Consultation?
I’m here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.