{"id":254,"date":"2024-11-18T00:44:45","date_gmt":"2024-11-18T00:44:45","guid":{"rendered":"https:\/\/labm2.org\/mazuelos\/?page_id=254"},"modified":"2024-11-22T21:30:46","modified_gmt":"2024-11-22T21:30:46","slug":"services","status":"publish","type":"page","link":"https:\/\/labm2.org\/mazuelos\/services\/","title":{"rendered":"Services"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"254\" class=\"elementor elementor-254\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-75277c7 e-flex e-con-boxed e-con e-parent\" data-id=\"75277c7\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-7cb1d6d e-flex e-con-boxed e-con e-child\" data-id=\"7cb1d6d\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-89b2f4c elementor-align-center elementor-mobile-align-center elementor-icon-list--layout-inline elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"89b2f4c\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-inline-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-asterisk\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M478.21 334.093L336 256l142.21-78.093c11.795-6.477 15.961-21.384 9.232-33.037l-19.48-33.741c-6.728-11.653-21.72-15.499-33.227-8.523L296 186.718l3.475-162.204C299.763 11.061 288.937 0 275.48 0h-38.96c-13.456 0-24.283 11.061-23.994 24.514L216 186.718 77.265 102.607c-11.506-6.976-26.499-3.13-33.227 8.523l-19.48 33.741c-6.728 11.653-2.562 26.56 9.233 33.037L176 256 33.79 334.093c-11.795 6.477-15.961 21.384-9.232 33.037l19.48 33.741c6.728 11.653 21.721 15.499 33.227 8.523L216 325.282l-3.475 162.204C212.237 500.939 223.064 512 236.52 512h38.961c13.456 0 24.283-11.061 23.995-24.514L296 325.282l138.735 84.111c11.506 6.976 26.499 3.13 33.227-8.523l19.48-33.741c6.728-11.653 2.563-26.559-9.232-33.036z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Our Services<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-asterisk\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M478.21 334.093L336 256l142.21-78.093c11.795-6.477 15.961-21.384 9.232-33.037l-19.48-33.741c-6.728-11.653-21.72-15.499-33.227-8.523L296 186.718l3.475-162.204C299.763 11.061 288.937 0 275.48 0h-38.96c-13.456 0-24.283 11.061-23.994 24.514L216 186.718 77.265 102.607c-11.506-6.976-26.499-3.13-33.227 8.523l-19.48 33.741c-6.728 11.653-2.562 26.56 9.233 33.037L176 256 33.79 334.093c-11.795 6.477-15.961 21.384-9.232 33.037l19.48 33.741c6.728 11.653 21.721 15.499 33.227 8.523L216 325.282l-3.475 162.204C212.237 500.939 223.064 512 236.52 512h38.961c13.456 0 24.283-11.061 23.995-24.514L296 325.282l138.735 84.111c11.506 6.976 26.499 3.13 33.227-8.523l19.48-33.741c6.728-11.653 2.563-26.559-9.232-33.036z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ed08e9c elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"ed08e9c\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Tailored Wealth Management for Every Stage of Life\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-43436fa elementor-icon-list--layout-inline elementor-align-center elementor-list-item-link-full_width elementor-invisible elementor-widget elementor-widget-icon-list\" data-id=\"43436fa\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-inline-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"#\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Home<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-right\" viewBox=\"0 0 320 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M285.476 272.971L91.132 467.314c-9.373 9.373-24.569 9.373-33.941 0l-22.667-22.667c-9.357-9.357-9.375-24.522-.04-33.901L188.505 256 34.484 101.255c-9.335-9.379-9.317-24.544.04-33.901l22.667-22.667c9.373-9.373 24.569-9.373 33.941 0L285.475 239.03c9.373 9.372 9.373 24.568.001 33.941z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Services<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2293ab0 elementor-widget__width-auto elementor-mobile-align-center elementor-align-center elementor-invisible elementor-widget elementor-widget-button\" data-id=\"2293ab0\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:600}\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-size-sm\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Discover How We Can Help<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-37ecafd e-flex e-con-boxed e-con e-parent\" data-id=\"37ecafd\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-977532b e-flex e-con-boxed e-con e-child\" data-id=\"977532b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cf0e38d elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"cf0e38d\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Your Financial Journey, Expertly Guided<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-de4d890 elementor-widget elementor-widget-text-editor\" data-id=\"de4d890\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Financial planning evolves as your life progresses. We offer customized strategies to help you accumulate, preserve, distribute, and transfer your wealth\u2014empowering you every step of the way.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-dbd7439 e-flex e-con-boxed e-con e-child\" data-id=\"dbd7439\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-888f6d1 e-flex e-con-boxed e-con e-child\" data-id=\"888f6d1\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f25a354 e-flex e-con-boxed e-con e-child\" data-id=\"f25a354\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f578771 e-flex e-con-boxed e-con e-child\" data-id=\"f578771\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0b14a11 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"0b14a11\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Wealth Accumulation<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f6e87af elementor-widget elementor-widget-text-editor\" data-id=\"f6e87af\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">In the early stages of your career, we will discuss cash flow budgeting, emergency funding, review goals and large planned expenses. We will implement asset allocation and asset location strategies, including Roth IRAs vs. Traditional IRAs and options for your previous employer&#8217;s 401(k) account. Received a large windfall of money? Let&#8217;s talk about the best way to invest it. <\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ebc6082 e-flex e-con-boxed e-con e-child\" data-id=\"ebc6082\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4599c98 elementor-widget elementor-widget-image\" data-id=\"4599c98\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"500\" height=\"334\" src=\"https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-acumulation-1.webp\" class=\"attachment-large size-large wp-image-275\" alt=\"\" srcset=\"https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-acumulation-1.webp 500w, https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-acumulation-1-300x200.webp 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-858ac83 e-flex e-con-boxed e-con e-child\" data-id=\"858ac83\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-0c31e83 e-con-full e-flex e-con e-child\" data-id=\"0c31e83\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-510e6b0 elementor-widget elementor-widget-image\" data-id=\"510e6b0\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"500\" height=\"334\" src=\"https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-Preservation-1.jpg\" class=\"attachment-large size-large wp-image-276\" alt=\"\" srcset=\"https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-Preservation-1.jpg 500w, https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-Preservation-1-300x200.jpg 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5e955fb e-flex e-con-boxed e-con e-child\" data-id=\"5e955fb\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ce294a2 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"ce294a2\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Wealth Preservation<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d9aeba9 elementor-widget elementor-widget-text-editor\" data-id=\"d9aeba9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">mid-to-late career professionals should start thinking more seriously about prospects for retirement. Discussions will center around risk management, tax planning strategies, potential Roth conversions, college planning and review of estate plans. Our goal will be to increase your net-worth over time and find ways to minimize your taxes now and through retirement.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7d2054b e-flex e-con-boxed e-con e-child\" data-id=\"7d2054b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-6208640 e-con-full e-flex e-con e-child\" data-id=\"6208640\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dc08aa9 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"dc08aa9\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Wealth Distribution<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-833e3c7 elementor-widget elementor-widget-text-editor\" data-id=\"833e3c7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">a distribution strategy is key at this stage in order to manage spending and taxes. A coordinated effort with other professionals such as CPAs, tax and estate attorneys will help alleviate the complexities of an evolving financial plan. At this stage, we will review your income sources and discuss social security, Medicare, and long-term care insurance.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-90b580e e-con-full e-flex e-con e-child\" data-id=\"90b580e\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f6fdea3 elementor-widget elementor-widget-image\" data-id=\"f6fdea3\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"500\" height=\"334\" src=\"https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-Distribution-1.webp\" class=\"attachment-large size-large wp-image-277\" alt=\"\" srcset=\"https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-Distribution-1.webp 500w, https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-Distribution-1-300x200.webp 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-af9b9f3 e-flex e-con-boxed e-con e-child\" data-id=\"af9b9f3\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-1c52cc4 e-con-full e-flex e-con e-child\" data-id=\"1c52cc4\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1af60c4 elementor-widget elementor-widget-image\" data-id=\"1af60c4\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"334\" src=\"https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-Transfer-1.jpg\" class=\"attachment-large size-large wp-image-278\" alt=\"\" srcset=\"https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-Transfer-1.jpg 500w, https:\/\/labm2.org\/mazuelos\/wp-content\/uploads\/2024\/11\/Wealth-Transfer-1-300x200.jpg 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6e2b791 e-con-full e-flex e-con e-child\" data-id=\"6e2b791\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-19eb5db elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"19eb5db\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Wealth Transfer<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-24bf30a elementor-widget elementor-widget-text-editor\" data-id=\"24bf30a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">you did well. You worked hard and lived within your means. Now it&#8217;s time to enjoy what you care about the most &#8211; spending time with family, traveling or taking up new hobbies. At this stage you may want to review your estate plans and consider gifting strategies, college planning for your grandchildren or charitable donations. <\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-47a32f7 e-flex e-con-boxed e-con e-parent\" data-id=\"47a32f7\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4f6bfbd e-flex e-con-boxed e-con e-child\" data-id=\"4f6bfbd\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3e9a687 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"3e9a687\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Fee-Based Approach<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9d04bbb elementor-widget elementor-widget-text-editor\" data-id=\"9d04bbb\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Mazuelos &amp; Company offers wealth management that goes beyond portfolio management. Our services include retirement planning, tax planning, cash flow analysis, risk management, estate planning, among others.<\/span><\/p><p><span style=\"font-weight: 400;\">We charge an annual fee based upon a percentage of the assets being managed. The agreed upon fee to be paid by the client will be clearly stated in the management agreement signed by the client and the firm. Fees are payable quarterly, in arrears, based on the daily average balance of the client&#8217;s account<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-87a82d7 e-flex e-con-boxed e-con e-child\" data-id=\"87a82d7\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8996279 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"8996279\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<table border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"center\" bgcolor=\"#ffffff\"><tbody><tr><th valign=\"middle\" bgcolor=\"#f1f1f1\"><p>Assets Under Management<\/p><\/th><th valign=\"middle\" bgcolor=\"#f1f1f1\"><p>Annual Fee<\/p><\/th><\/tr><tr class=\"\"><td width=\"\"><p>Under $1,000,000<\/p><\/td><td width=\"\"><p>1.25%<\/p><\/td><\/tr><tr class=\"\"><td width=\"\"><p>$1,000,001 to $3,000,000<\/p><\/td><td width=\"\"><p>1.00%<\/p><\/td><\/tr><tr class=\"\"><td width=\"\"><p>$3,000,001 to $5,000,000<\/p><\/td><td width=\"\"><p>0.60%<\/p><\/td><\/tr><tr class=\"\"><td width=\"\"><p>Above $5,000,000<\/p><\/td><td width=\"\"><p>Negotiable<\/p><\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f88221 elementor-widget elementor-widget-text-editor\" data-id=\"6f88221\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client&#8217;s financial circumstances, among others. At our discretion, we may combine the account values of family members to determine the applicable management fee. Combining account values may increase the asset total, which may result in you paying a reduced management fee based on breakpoints in our fee schedule. <\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a39365f e-flex e-con-boxed e-con e-parent\" data-id=\"a39365f\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-9449be1 e-con-full e-flex e-con e-child\" data-id=\"9449be1\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-81e7996 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"81e7996\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our commitment is to clarity, fairness, and maximizing the value of your investments<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-41dc944 elementor-widget__width-auto elementor-mobile-align-center elementor-align-center elementor-invisible elementor-widget elementor-widget-button\" data-id=\"41dc944\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;,&quot;_animation_delay&quot;:600}\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-size-sm\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Discover How We Can Help<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Our Services Tailored Wealth Management for Every Stage of Life Home Services Discover How We Can Help Your Financial Journey, Expertly Guided Financial planning evolves as your life progresses. We offer customized strategies to help you accumulate, preserve, distribute, and transfer your wealth\u2014empowering you every step of the way. Wealth Accumulation In the early stages [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-254","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/labm2.org\/mazuelos\/wp-json\/wp\/v2\/pages\/254","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/labm2.org\/mazuelos\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/labm2.org\/mazuelos\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/labm2.org\/mazuelos\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/labm2.org\/mazuelos\/wp-json\/wp\/v2\/comments?post=254"}],"version-history":[{"count":16,"href":"https:\/\/labm2.org\/mazuelos\/wp-json\/wp\/v2\/pages\/254\/revisions"}],"predecessor-version":[{"id":313,"href":"https:\/\/labm2.org\/mazuelos\/wp-json\/wp\/v2\/pages\/254\/revisions\/313"}],"wp:attachment":[{"href":"https:\/\/labm2.org\/mazuelos\/wp-json\/wp\/v2\/media?parent=254"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}