Investment Management
The management of your monies should be driven by your specific purpose and time frame. Through our professional expertise, we strive to deliver consistent, long-term results for you, your family, or business.
Portfolio Implementation
- LPL’s Research
- Investment Risk Management
Asset Allocation
Asset Management
Retirement Planning
Headache-free retirement strategies. Whether you are an individual looking to retire soon, or just starting out saving for retirement the Maruca Group can help with the following:
- Individuals
- Businesses
- Governmental/Non-profit
Education Planning
We have a big-picture understanding of the education-funding landscape. From tax-exempt savings products to financial aid processes, we aim to design a college savings plan that works harder for you and your student.
- Student Loan Payback
Estate Planning
Having an Estate Plan is paramount. Whether it’s creating a legacy for the people or the causes you care most about, we can help you address your goals for what you leave behind.
Estate Planning and Wealth Transfer
Philanthropy Planning
Trusts
Tax Planning
Our tax strategies are designed to complement your overall financial plan by helping to better position your wealth. Through an array of tax planning services, we can work directly with your tax accountant to review your past returns and identify opportunities to reduce your tax liability.
Insurance Planning
You may think you’ve covered all the bases, but life can sometimes throw you a curveball when you least expect it. We make sure you have the appropriate coverage for your needs.
- Life Insurance
- Long-Term Care Planning
Investment Management
The management of your monies should be driven by your specific purpose and time frame. Through our professional expertise, we focus on delivering consistent, long-term results for you, your family, or your business.
Portfolio Implementation
Allegheny’s Research
- Investment Risk Management
Asset Allocation
Asset Management
Retirement Planning
Headache-free retirement solutions. Whether you are an individual looking to retire soon, or just starting out saving for retirement the Maruca Group can help with the following:
- Individuals
- Businesses
- Governmental/Non-profit
Education Planning
We have a big-picture understanding of the education-funding landscape. From tax-exempt savings products to financial aid processes, we can design a college savings plan that works harder for you and your student.
- Student Loan Payback
Estate Planning
Having an Estate Plan is paramount. Whether it’s creating a legacy for the people or the causes you care most about, we can help you reach your goals for what you leave behind.
Estate Planning and Wealth Transfer
Philanthropy Planning
Trusts
Tax Planning
Our tax strategies are designed to complement your overall financial plan by helping to protect and preserve your wealth. Through an array of tax planning services, we can work directly with your tax accountant to review your past returns and identify opportunities to reduce your tax liability.
Insurance Planning
You may think you’ve covered all the bases, but life can sometimes throw you a curveball when you least expect it. We make sure you have the appropriate coverage for your needs.
- Life Insurance
- Long-Term Care Planning
Need a personalized solution?
We are dedicated to helping individuals & businesses work toward their financial goals through a comprehensive, personalized, & time tested planning process.
