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?
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