Comprehensive Retirement Planning
We specialize in comprehensive retirement planning for business owners and their employees. McClure Wealth Management is a financial planning and wealth management practice located in Carlsbad, California. We’re trusted by business owners to guide them through retirement planning for themselves and their employees.
Financial Planning for Entrepreneurs
Our experience has found that business owners tend to miss valuable opportunities to build a prosperous retirement because they did not consult the right people soon enough. We have worked with a wide variety of businesses with annual revenues ranging from $1 million to $50 million. We take pride in serving as a resource for owners and employees looking to delegate the role of financial planning.
Some mistakes we have seen business owners make:
- ● Keeping too much rainy-day cash in the business and missing opportunities to put your capital to work for you
- ● Starting too late to take advantage of tax-saving strategies
- ● Failing to understand and comply with applicable employment laws governing benefits and retirement accounts.
- ● Failing to put adequate checks and balances in place to ensure proper accounting and management of employee retirement plans.
Financial Planning for Employees
If you are an employee on your company’s sponsored retirement plan, we can help you better understand the options and strategies available to you. We have found that employees often do not have anyone to talk to about the big-picture questions about their retirement accounts. We enjoy serving as that resource and growing to become like a part of the company family.
Whether you own a company or work for one, We at McClure Wealth want to help you save time and know that you are making informed decisions about your retirement.
Do you want to know if you’re on the right track?
Businesses
Individuals
Families
Wealth Management and Retirement Plan Design
McClure Wealth Management is a financial planning and wealth management practice located in Carlsbad, California. We specialize in comprehensive advisory and investment management services for business owners and individual clients. Our passion is helping entrepreneurs, executives, individuals, and families in building a plan to create the future they deserve.
We Aim to Provide Financial Planning tailored to
your Business and Family
Retirement Plan Design
We review new clients current investment portfolios and provide a comprehensive analysis.
401K and Business Retirement Plans
We make suggestions aimed at optimizing diversification, coverage, and financial stability.
Financial Planning
We provide quarterly and annual reviews to measure growth and make investment changes.
Years of Experience in Retirement Plan Design
At McClure Wealth, we believe everyone should plan for their retirement early and save as much as possible. Our goal is to help clients save on taxes, diversify their holdings, and protect their capital.
Investment Research
Are your investment options performing the way they should, given the current financial market?
Retirement Plan Design
Do you have the best financial and retirement plan design for you and your company? Are your employees getting the help they need?
401K Consulting
Is your current retirement plan competitive? Does your financial advisor provide annual benchmarking?
Risk Management
Are you following the right procedures to limit your liability as a trustee? Is your financial advisor looking out for you and your employees best interest?
McClure Wealth Provides Independent Financial Advice
A Financial Plan Is a Life Plan!
Our Philosophy
We believe that planning out the rest of your financial life and staying on track might be one of the most important things you ever do.
Find out how our Retirement Expertise can help your family and business.
Schedule a consultation and portfolio review with one of our financial advisors to evaluate your retirement plans and goals.