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. 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. The American comeback is in full swing. The stock market seems to hit a new record every week, unemployment continues to fall significantly and the overall economic forecast looks positive. For this blog post I thought I'd cover the historic passage of the CARES Act and how it might benefit you.
Chances are, we can help you in several areas of your financial well-being. The American comeback is in full swing. The stock market seems to hit a new record every week, unemployment continues to fall significantly and the overall economic forecast looks positive. For this blog post I thought I'd cover the historic passage of the CARES Act and how it might benefit you.
Services
Maciel Wealth Management is a veteran owned business and has chosen to uphold the fiduciary and fee-only standard as an independent financial advisor. This structure allows the firm to keep our clients' well-being our chief focus. We do not accept commissions or sell unnecessary products to our clients.
The goal of financial planning is to understand your current financial state and plan for your future financial needs. This includes budgeting, investments, employment benefits, ensuring your goals and analyzing to make sure your finances are in order. The objective of Social Security analysis is to determine your break-even point and then calculate which other personal and financial variables will impact your social security benefits.
Matt has marched in your boots and understands the demands and financial strains that come with serving in the Armed Forces. Before entering the financial industry, he served in the United States Marine Corps. The military community is underserved by the financial industry and it's his goal to change that.
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