McClure Wealth Management

McClure Wealth Management 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. At McClure Wealth, we aim to provide financial planning tailed to your business and family. Our team specializes in Business 401ks, Multiple Employer Plans, Simple IRAs, Individual Ks, 403b Retirement Plans, Financial Advice, and Wealth Planning. Our passion is helping entrepreneu

rs, executives, individuals, and families in building a plan to create the future they deserve. To learn more about McClure Wealth Management, visit https://www.mcclurewealth.com/

As a plan sponsor, you can help your employees pursue their long-term financial goals while also benefiting your busines...
09/30/2024

As a plan sponsor, you can help your employees pursue their long-term financial goals while also benefiting your business by attracting and retaining high-quality employees.

In this article, we’ll explore five ways plan sponsors can improve participant retirement outcomes.

Don’t let your plan participants fall behind on retirement! Here are 5 ways plan sponsors can help improve participant outcomes.

Whether you’re a small business owner or employee, a parent of young children, or in your 20s looking to get on the righ...
09/27/2024

Whether you’re a small business owner or employee, a parent of young children, or in your 20s looking to get on the right path, I want to help. Get in touch today to set up a consultation.

By Ed McClure, CFP®, PPC® Growing up as the son of a financial advisor, I had the opportunity to learn about the industry early on. For as long as I can remember, I have been interested in money, finances, and entrepreneurship. Entrepreneurs are fascinating to me; they create something out of noth...

While “debt” often carries a negative meaning, don’t be misled by its reputation. Undoubtedly, there are risks to taking...
09/25/2024

While “debt” often carries a negative meaning, don’t be misled by its reputation. Undoubtedly, there are risks to taking on debt, but looking at the flip side may reveal a powerful tool for advancing toward your goals.

Debt can be a double-edged sword. Learn how to distinguish the good from the bad and reach financial wellness.

Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on w...
09/23/2024

Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most to you.

To schedule your free 30-minute introductory session, call (760) 607-0611 or email [email protected].

Selecting a trusted financial partner to work with is one of the most important decisions you can make for your future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most to you. If you’ve ever asked yourself t...

One benefit of a DBP is that it allows a business owner to put away more tax-deferred money than what would otherwise be...
09/20/2024

One benefit of a DBP is that it allows a business owner to put away more tax-deferred money than what would otherwise be allowed through other retirement plans.

If you own a business and would like to explore the possibility of a DBP, let’s chat!

A defined benefit plan (DBP) offers unique ways for some business owners to drastically increase the rate at which they fund their retirement.

We enjoy the challenge of building an appropriate portfolio that can survive the ups and downs of the financial markets....
09/16/2024

We enjoy the challenge of building an appropriate portfolio that can survive the ups and downs of the financial markets. We can also help you evaluate your life insurance, estate planning, college savings plans, and more.

As Financial Planners in Carlsbad, CA, we specialize in Retirement Planning and Wealth Management. Schedule a free review today!

One common frustration we hear from both employers and employees relates to the inability to get answers to your most bu...
09/13/2024

One common frustration we hear from both employers and employees relates to the inability to get answers to your most burning questions about retirement planning.

Let’s look at five questions your plan administrator can’t help you answer—but that your financial advisor can.

Do you have a hard time getting simple answers to the real questions about your retirement plan? Here’s a place to start.

Today, I want to share three strategies that you can utilize to earn more interest on your cash while still maintaining ...
09/09/2024

Today, I want to share three strategies that you can utilize to earn more interest on your cash while still maintaining ample cash reserves.

As a business owner, it pays to be prepared by having cash reserves. But too much cash can drag down your wealth. Here are 3 better options.

🎢 Our financial ups and downs can send us an emotional ride, but should they be in the driver’s seat?🔍 It’s clear that e...
09/06/2024

🎢 Our financial ups and downs can send us an emotional ride, but should they be in the driver’s seat?

🔍 It’s clear that emotions play a part in our financial choices, so let’s explore how these habits are formed and what we can do to rewrite the script.

Avoid the pitfalls of emotional investing and take control of your wealth. Ed McClure is a financial advisor in Carlsbad, California.

Address

701 Palomar Airport Road, Suite 125
Carlsbad, CA
92011

Telephone

+17606070611

Website

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