Financial planning
Bring cash flow, goals, retirement, education and major life decisions into a working plan.
- Cash flow, savings and debt priorities
- Retirement and education planning
- Scenario planning for meaningful tradeoffs
MRA Advisory Group
Every financial decision, connected.
Download MRA’s expanded capabilities presentation to see how planning, investments, taxes, protection, estate guidance and business strategy work around the full picture.
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What MRA brings together
Capabilities designed around the whole picture.
Each conversation has its own purpose. Their value grows when they are considered together.
Investing
Build a disciplined portfolio around the role each account plays in your life.
- Investment policy and risk alignment
- Diversified portfolio construction
- Ongoing reviews as needs and markets change
Tax services
Keep tax awareness close to the planning and investment decisions that affect your return.
- Tax preparation and planning coordination
- Income, deduction, gain and distribution timing
- Personal and business tax questions in context
Risk and protection
Consider the risks that could disrupt your family, income, assets or business plan.
- Life, disability and long-term care considerations
- Property and casualty coordination
- Coverage gaps viewed alongside your broader plan
Estate and legacy guidance
Organize ownership, beneficiaries and family intentions around the legacy you want to leave.
- Beneficiary and account-ownership reviews
- Estate-planning coordination with legal counsel
- Charitable, liquidity and family continuity considerations
Business services
Connect business choices to personal wealth, taxes, protection and the next chapter.
- Owner compensation, group health insurance, benefits and retirement plans
- Succession, transition and liquidity preparation
- Cash flow, tax and risk decisions in one conversation
A clear way forward
Start with the full picture. Build the connected plan. Keep moving with purpose.
Start
Bring the questions, accounts, people and decisions that matter now.
Connect
See where investments, taxes, protection and business choices meet.
Move
Put agreed priorities into action, then stay supported as life and markets change.
Who we help
For people with decisions that cannot be separated.
Whether the questions are personal, family-focused, business-related or cross-border, MRA helps connect what is happening now to what comes next.
Individuals and families
People building wealth, approaching retirement or navigating a life change who want their financial decisions to work together.
Executives and professionals
Clients balancing compensation, benefits, concentrated positions, tax decisions and family priorities.
Retirees and multigenerational families
Families coordinating retirement income, health care questions, legacy decisions and the next generation.
Business owners
Owners connecting the business they built with personal wealth, taxes, protection and succession planning.
International families
U.S. and Americas-based families managing financial decisions across borders, including ties to Brazil.
The people at MRA
Advice is personal.
Behind every connected decision is a team of specialists who take the time to understand the people, families and businesses they serve.
Meet the team →
Frequently asked questions
A few practical answers.
What happens in an initial conversation?
We begin with your questions, priorities and decisions. The goal is to understand the full picture, identify potential blind spots and decide whether an ongoing relationship makes sense.
Does MRA only manage investments?
No. Investments can be one part of a broader relationship that may include planning, tax coordination, protection, estate guidance and business-focused planning. Services depend on your circumstances and engagement.
Can MRA work with my other professionals?
Yes. Coordination with tax, legal, insurance and business professionals can help keep decisions connected. MRA does not provide legal advice.
How often will we meet?
The right cadence depends on your needs, complexity and the decisions ahead. Reviews can become more frequent during major life, market or business changes.
How does MRA get paid?
Fees and service arrangements vary by engagement and are explained before you decide to work together. Review MRA’s Form ADV for important details about services, fees and potential conflicts.
Capabilities presentation
Get the full presentation.
Share your details to download the expanded MRA capabilities presentation, including detailed services, client audiences, process visuals, team, office locations and important information.