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Additional SolutionS

Additional Solutions

Business Advisory Services

Providing solutions that integrate your business objectives with your individual and family financial goals.

Retirement Plans for Businesses & Non Profits

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.

Philanthropic Advisory Services

Advising donors on charitable giving strategies to help you make a lasting community impact with your wealth.

Financial Literacy Program Design

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
Business Advisory Services New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Interested in a workshop or speaking engagement?

Interested in a workshop or speaking engagement? New Orleans, LA deMAURIAC Financial Consulting & Wealth Management