Financial Advisor
CurrentAs a fiduciary and fee-only financial advisor I'm committed to earning your trust and maintaining a high standard of integrity and professionalism. WHAT I DO: I assist individuals and businesses in developing a financial plan that incorporates building their wealth in a tax efficient manner. I focus on lowering your expenses, rebalancing your portfolio to focus on increase performance, reduction of taxes and making sure you withdraw the right assets in retirement. RETIREMENT PLANNING: I’ll help you prepare for uncertainties like rising interest rates, inflation, taxes, social security and to minimize pitfalls in the economy and the stock market. Retirement planning has certainly become more challenging in recent years. There’s no crystal ball or guarantees but with computer forecasting models and my wealth of experience I can present investment analysis and estimate how much capital you will need for a comfortable retirement. We can’t buy time back but we can make sure your portfolio works better for you in the future. I’ll help you minimize the toughest retirement planning challenges and help you achieve your goal of long-term financial success. BUSINESS PLANNING: As a business owner your time is very valuable. There are several retirement saving vehicles available to help you and your employees retire properly like: SIMPLE IRA, SEP IRA, 401K, and Roth 401K. All serve a specific business and I can make sure the right retirement vehicle fits your business and goals. I will work to reduce the costs of the plan, save you time, improve the design and investment opportunities. I often work side-by-side with HR, CPA’s and payroll services to make sure everything runs smoothly so you can focus on what makes you money. Moreover, I will meet regularly with your employees to professionally manage their portfolios and help educate them on improving their retirement plan. HOW TO CONTACT ME: Office: (913) 717-4977Email: matt@macielwealthmanagement.com
