Maciel Wealth Management will execute the analysis and advise you on what choices make the most financial sense for you. We’ll examine your old plan as well as your new one and see if an IRA is the best move for you.
Retirement Rollovers
What Does Retirement Rollover Mean?
Why Do I Need One?
What’s Our Approach?
We offer a large and diverse set of services to help you manage your wealth and prepare for your next financial steps in life. Chances are, we can help you in several areas of your financial well-being.
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 investments suitable for you to achieve said goal.
We’re also flexible, as we provide guidance when circumstances change in the market or in your life. We recognize that as your life and the market changes, so should your financial outlook.
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.