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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.

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Plus

MILENNIALS

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?

The Power of Investing

Thinking about investing? Unsure whether it’s a good option for you? Check out this video to learn why it’s important to begin building your nest egg early in life.

    Consolidator

    MILENNIALS AND GEN X

    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?

    Achieve Your Dreams With a Financial Plan

    Do you have a goal you want to accomplish? Buy a new car? Save for college? If so, you’re more likely to be successful if you have a financial plan. Watch this short video to learn how a financial plan can help you achieve your dreams.

      Protector

      BABY BOOMERS

      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?

      Retirement Income Education

      Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies.

        Women & Wealth

        MILENNIALS, GEN X AND BABY BOOMERS

        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?
        • If I live longer, am I saving enough money to live comfortably in retirement?
        • How do I start planning for college expenses for my kids?

        Taking Control

        We understand the challenges that women face. In this video, learn how we can deliver financial guidance to help you achieve your goals.