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Business Services

Price based on your business needs

“The time to repair the roof is when the sun is shining.”

John F. Kennedy


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Workplace Financial Wellness

In today’s tight employment market, business owners are challenged with providing value-added benefits to their employees in order to remain competitive. Enter MRA’s Workplace Financial Wellness Program. This is a complimentary service available to employers and employees designed with our mission to simply financial services across generations.

 With MRA’s Workplace Financial Wellness Program, employers can add a powerful employee  program to their business’ benefits package. Program highlights:

Financial Planning

  • Free financial planning portal
  • Complimentary consultation with a seasoned financial advisor
  • 20% discount on subscription-based financial planning services
  • Educational workshops on financial planning topics

Wealth Management / Retirement

  • Reduced Wealth Advisory fee for Employers and Employees
  • Retirement plan consulting and set-up: SEP IRA, 401K, Roth 401k, Pension
  • 20% discount on subscription-based final planning services
  • Educational workshops on financial planning topics

Tax Services

  • 20% discount on personal or business tax preparation
  • Complimentary second-opinion consultation with CPA

Contact us today to build a complimentary a totally customized Workplace Financial Wellness Program for your business.