Generational Planning
Whether you are an early or late bloomer, you can count on MRA as a financial partner that is fully committed towards helping you reach your financial goals.
PLUS
Millennials (Born 1980 – 1994)
Service level ideal for young professionals with emerging wealth
Your Questions
- How do I start saving for my future?
- What’s the best way to pay off student debt?
- How can I save to buy a home?
- What investment strategies are appropriate for me?
CONSOLIDATOR
Millennials (Born 1980 – 1994) and Gen X (Born 1965 – 1979)
Service level ideal for mid-career professionals with established wealth
Your Questions
- How can I maximize my employer benefits?
- Am I taking too much risk in my investment portfolio?
- How can I protect me or my family if I’m too sick or insured to work?
- How can I minimize my income tax burden?
PROCTECTOR
Baby Boomers (Born 1946 – 1964)
Service level ideal for pre-retirees and retired clients looking to protect, grow and/or distribute wealth
Your Questions
- Am I on track for retirement?
- Am I taking too much risk in my investment portfolio?
- Are my assets diversified for taxation?
- Is my legacy planning appropriate for me and my loved ones?
- What are the risks to consider in retirement?
WOMEN & WEALTH
Millennials and older
For women looking to achieve and maintain financial independence
Your Questions
- How can I take a more active role in my finances?
- How do I protect myself and my family if something happens to me?
- How can I create a financial plan that fits my own personal lifestyle?
- Do I have a risk management plan in place in terms of disability, long-term care and out-of-pocket health care expenses?
- Should I invest in the stock market or should I set up an emergency savings account?
- How do I start planning for college expenses for my kids?