Matt Maciel Email and Phone Number
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🌟 Financial Advisor | Fiduciary | Veteran Owned | Maciel Wealth Management 🌟As the driving force behind Maciel Wealth Management I am proud to be a veteran small business owner. I bring a unique blend of discipline and service-based values to every client relationship. I specialize in providing comprehensive financial planning, tax preparation and investment management services tailored to my clients' unique needs and goals. My mission is to empower people, veterans, businesses and nonprofits to achieve their financial goals through tailored investment management strategies. 🔹 What Sets Maciel Wealth Management Apart 🔹Since 2018 Maciel Wealth Management has prioritized financial success above all else for our clients. As fiduciaries, we are legally bound to act in our clients' best interests, providing unbiased advice and the best recommendations possible. We also distinguish ourselves in these areas:• Cost Efficiency & Maximizing Returns: We focus on reducing fees and enhancing returns. By leveraging low-fee funds and individual investments that minimizing unnecessary expenses, we ensure that more of your money is used to identify high-potential opportunities for maximum growth.• Proactive Management: We continuously monitor and optimize your portfolio to adapt to market changes and capitalize on new opportunities, striving for the best possible performance.• Technology: We leverage the latest financial technology to enhance our services. Using sophisticated analytics, real-time data, and cutting-edge portfolio management tools, we provide you with precise, informed and timely advice. 🔹 Services 🔹- Investment Management- Retirement Planning- Financial Planning- Tax Returns- Employer Savings Plans- Donor Advised Funds🔹 Let's Connect! 🔹Whether you're just starting your journey or looking to optimize your existing portfolio, I'd love to hear from you. I don’t have a minimum to get started and I offer a complementary consultation. Let's start a conversation today!✉️ matt@macielwealthmanagement.com📞 (913)717-4977
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Financial AdvisorMaciel Wealth Management Aug 2018 - PresentOverland Park, KansasAs 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
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Investment AdvisorPrincipal Financial Group 2015 - Aug 2018Overland Park, Ks -
Financial RepresentativeCountry Financial® 2013 - 2015Olathe, Ks -
E-4United States Marine Corps Reserves 1994 - 2000
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Matt Maciel Education Details
Frequently Asked Questions about Matt Maciel
What company does Matt Maciel work for?
Matt Maciel works for Maciel Wealth Management
What is Matt Maciel's role at the current company?
Matt Maciel's current role is Financial Advisor | Fiduciary | Fee-only | Veteran-Owned 🇺🇲.
What is Matt Maciel's email address?
Matt Maciel's email address is ma****@****nds.edu
What is Matt Maciel's direct phone number?
Matt Maciel's direct phone number is +191363*****
What schools did Matt Maciel attend?
Matt Maciel attended Fort Hays State University, Friends University, Webster University, Kansas State University.
What are some of Matt Maciel's interests?
Matt Maciel has interest in Volleyball, Football, Poker, Golf, Kshsaa Wrestling Official.
What skills is Matt Maciel known for?
Matt Maciel has skills like Teaching, Event Planning, Leadership, Staff Development, Public Relations, Student Development, Social Media, Marketing, Program Management, Public Speaking, Leadership Development, Higher Education.
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1soprema.us1 +133033XXXXX
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Matt Maciel
Dublin, Ca -
Matt Maciel, PE, GE
Watsonville, Ca -
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