Maciel Wealth Management will assist you in determining which employer savings plan (401(k), SEP IRA, SIMPLE IRA or another) is the right fit for your employees and provides a wide range of investment choices, tax advantages and is customizable to your company.
Employer Sponsored Savings
What are Employer Sponsored Savings?
What’s Our Approach?
Many employers offer multiple avenues for investing in your future, and chances are your employer does too. We analyze your financial potential in conjunction with the plans offered in order to help you take full advantage of what your employer offers.
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 goals and all possible tax, interest rate, and healthcare advantages each plan may provide.
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.