Providing solutions that integrate your business objectives with your individual and family financial goals.
Employer-sponsored plans are one of the easiest ways to systematically build retirement savings. You can offer:
- Automated payroll deductions to make saving easier An employer match for contributions
- Pre-tax salary contributions to lower your current tax liability
- Roth K salary contributions for tax-free withdrawals in retirement
- Non Qualified Deferred Compensation programs for key employees
As an employee, talk to your benefits administrator about the types of plans your employer offers. If you're a business owner or non profit executive, schedule a time to find out about options that make sense for your organization or to review your current benefits package to make sure it is still competitive in the marketplace. We can assist you in documenting necessary due diligence on your current retirement plan offerings. Periodic review of your current plan offers major advantages for recruitment and retention of valued employees as you grow your organization.
Advising donors on charitable giving strategies to help you make a lasting community impact with your wealth.
Financial education just went from “nice to have" to “MUST have." But, one-size-fits-all financial literacy programs do NOT work for most organizations. Design a financial literacy program that ACTUALLY works. What deMauriac can do for your organization:
- Uncover the needs and desires of the target audience to be reached via surveys & interviews.
- Develop a financial training program that is tailored to your organization and has immediate applicability.
- Provide a systematic mechanism for refreshing financial concepts on a regular basis, whether online or in short, facilitator-led sessions.
- Evaluate the effectiveness of the training program and make adjustments as needed