We make sense of all the moving parts so you can focus on living your ideal life.
Retirement planning is complex, and if you're feeling more than just a little overwhelmed by the prospect, you're not alone.
When you partner with Mariaca Wealth, you get a fee-only fiduciary (we never take commissions) who walks you through a smooth streamlined process, helping you check off all the boxes to create your ideal retirement (minimizing taxes, finding the ideal location, protecting your wealth).
Whether you're just nearing retirement or you're already retired, we'll use our deep expertise as retirement specialists to help you envision and create your highly satisfying next stage of life.
100% transparency. Your best interests 100% of the time.
What we do
Decide what you want to do and how you want to live, then we'll develop a plan to support your ideal retirement.
We take a disciplined, diversified long-term approach that cuts through confusing financial noise to help increase your confidence.
Our plan will address strategies to minimize your taxes and allow for flexible income streams.
Protect and transfer your wealth in alignment with your values and priorities.
Non-profits play a vital role in the health of our society and we provide them with investment planning and retirement services.
Who We Work With
Case Study: Pre-RetireesIf you plan to retire in approximately 5-10 years, we believe now's the time to... View Case Study
Case Study: RetireesYou've worked hard to accumulate your nest egg, but do you have a plan for... View Case Study
Case Study: Spouses Seeking EducationIt's common that one spouse handles more of the financial dealings and has more advanced... View Case Study
3 Steps to Your Highly Satisfying Retirement
1. Plan your ideal retirement.
2. Receive amazing service.
3. Live worry-free and happy.
What does your ideal retirement look like?
- Use experts to simplify your financial picture so that you can make timely, informed decisions.
- Enjoy a life free of worry, confusion and regret.
- Plan to have enough saved to enjoy a long, satisfying retirement.
- Pass along your values, as well as your wealth, to the next generation.
- Enjoy the confidence that expert planning brings.
- Use your wealth to support people and causes you care deeply about.
- Use a fee-only fiduciary with 100% transparent fees Leave a lasting legacy.
- Keep working long past when you could have retired because you weren't sure you had enough.
- Allow the confusion and overwhelm of the noisy financial industry to keep you from taking timely action.
- Find out too late that you're not on target.
- Worry about whether your money will run out.
- Hit financial landmines that drain your savings.
- Worry about every purchase you make.
- Wonder whether you're covered for unknown contingencies.
- Pay outrageously high fees and commissions.
- Put your trust in a financial planner who leaves your planning on autopilot.