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Get Help Designing and Implementing a 401(k) Plan For Your Business.
Our Team Will Help You:
✓ Work with an administrator to design your Plan.
✓ Pick a Recordkeeper to fit your plan.
✓ Build a menu of high quality investments.
✓ Host education and enrollment meetings for your employees.
✓ Provide monitoring reports for your plan and investments.
✓ Help to fulfill your fiduciary duties as Plan Sponsor.
Do you need more tax deductible funding than a 401(k) plan allows for your business?
Reach out below to discuss if a Cash Balance Plan is right for your business.
This Type of Retirement Plan is:
✓ Tax Deductible.
✓ Can Be Used With a 401(k) Plan.
✓ Can allow millions in tax-deductible contributions.
✓ Tax-Deferred Rollover into IRA after funding is completely.
✓ In Most Cases Creditor and Bankruptcy Protected.
Fill out the information below and an advisor will reach out to you shortly.
Our Services
Boutique investment management, retirement planning, with a focus on high-touch client service.
Investment Management
Boutique investment management through a proprietary technical analysis strategy or utilizing Modern Portfolio Theory.
Retirement Planning
Comprehensive retirement planning covering investment management, income planning, estate planning, insurance planning, and generational wealth planning.
Retirement Business plans
High-touch service model, employee education presentations, and investment selection methodology for 401(k) plans and cash balance plans.
Why Choose Us
High-touch service model
A short description of the benefit.
Transparet Fee-Based Strategies
A short description of the benefit.
Fiduciary for fee-based accounts
A short description of the benefit.
Technical & Diversified Strategies
A short description of the benefit.
About Macedon
At the core of our approach is a commitment to building long-term relationships based on trust and mutual respect. We understand that investing is a deeply personal process, and we take the time to understand each client’s unique needs and goals.
Our team primarily utilizes a risk-on, risk-off strategy in combination with modern portfolio theory to help our clients achieve their investment objectives while minimizing risk. With extensive expertise in retirement plans, including 401(k) and cash balance plans, we are dedicated to providing the highest level of service and support. Our advisory fees are transparent.
Our emphasis on long-term relationships and personalized service sets us apart, and we are committed to helping our clients achieve their financial goals at every stage of their lives.
About Macedon
At the core of our approach is a commitment to building long-term relationships based on trust and mutual respect. We understand that investing is a deeply personal process, and we take the time to understand each client’s unique needs and goals.
Our team primarily utilizes a risk-on, risk-off strategy in combination with modern portfolio theory to help our clients achieve their investment objectives while minimizing risk. With extensive expertise in retirement plans, including 401(k) and cash balance plans, we are dedicated to providing the highest level of service and support. Our advisory fees are transparent.
Our emphasis on long-term relationships and personalized service sets us apart, and we are committed to helping our clients achieve their financial goals at every stage of their lives.
When you call, your advisor answers.
We understand that financial planning can be overwhelming, which is why we ensure that when clients call us, they speak directly with an advisor who is dedicated to providing the highest level of service and expertise.
Located In The Heart
of Central florida
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Office Address:
3501, Lazy Lane, Groveland, Florida 34736
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Contact:
Phone: (321) 947 8218
Fax: 407-386-9090
Email: Alexander@MacedonFinancial.com
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Office Hours:
Monday - Friday: -
7:00AM - 5:00PM
Investment Advisory Services are offered through Macedon Financial Management, LLC, a registered investment adviser. This website is for informational purposes only and does not constitute a solicitation or offer to sell investment advisory services. All content is subject to applicable laws and regulations.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Advisor is a registered investment adviser Groveland, Florida. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Our firm is registered in the following state: Florida. Advisor’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links.
For information pertaining to the registration status of Advisor, please contact the state securities regulators for those states in which Advisor maintains a registration filing. A copy of Advisor’s current written disclosure statement discussing Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Advisor directly upon written request. While the Advisor has reasonable belief that the links and articles within our site to unaffiliated third-party information may be relevant to the viewer, these are only provided for informational purposes, and may not be accurate, timely, suitable, or relied upon. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.