Providing comprehensive planning that integrates business growth objectives with your individual and family financial goals, including developing a business exit strategy, contingency planning for business partners and/or generational legacy planning. Get started

Employer-sponsored plans are one of the easiest ways to systematically build retirement savings. You can offer:

• Automated payroll deductions and payroll integrations to make investing easier 
• An employer match for contributions
• Pre-tax salary contributions to lower tax liability
• Roth K salary contributions for tax-free withdrawals in retirement
• Non Qualified Deferred Compensation programs for key executives

Need to set up a new plan for your organization? Would you benefit from a cost and performance analysis of your current plan? We can assist you in documenting necessary due diligence on your retirement plan offerings. Periodic review of your plan offers major advantages for recruitment and retention of valued employees as you grow your organization.  Get started

Advising donors and non profits on advanced charitable giving strategies to help you make a lasting community impact. Contact to evaluate advanced estate gifting, foundation and donor advised fund strategies. Get Started

Financial education just went from “nice to have" to “MUST have." But, one-size-fits-all financial literacy programs are not effective 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
• Develop a financial education program that is tailored to your organization and has immediate applicability
• Provide a systematic mechanism for refreshing financial concepts on a regular basis, in short, facilitator-led sessions, with ease of accessibility for remote or hybrid groups

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Looking for more personalized financial planning for yourself and your employees? We can provide tailored, certified financial planning services from a fiduciary for all eligible staff as a monthly, subscription-based, membership model, as a part of your overall benefits package.

This service may include the following, as applicable:

• Debt pay down planning, including mortgages, student loans and lines of credit
• Retirement planning/projections
• Insurance needs/risk analysis
• Benefits design and consulting for new, current and retired staff
• Estate planning gap analysis and identification of potential tax planning obstacles and/or opportunities

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