MRA Advisory Group
Your future needs a plan
We help clients solve current financial challenges and plan for their future with confidence
Our Business
Simplify your financial life
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*Testimonials were provided by current clients at the time of their respective testimonials. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services. The client testimonials presented were chosen by the firm, other clients may have different experiences.
Strategy & Planning
Integrated Personal Services
Customized services based on your unique needs
“If you don’t know where you are going, you’ll end up someplace else.” Yogi Berra
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Set it and forget no longer works! In today’s market, being passive with your retirement savings is no longer an option.
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“The hardest thing in the world to understand is the income tax.” Albert Einstein
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“If you don’t invest in risk management, it doesn’t matter what business you are in, it’s a risky business.” Gary Cohen
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Investments
The WealthBuilder Portfolios are risk-based investment portfolios created and managed by MRA's Investment Committee. Investing in these portfolios do not constitute a promise or guarantee that the investor will build wealth. Click here to learn more about investment methodology, risks, fees and other factors to consider before investing.
Explore our investment solutions
** Available for clients with a service agreement.
WEALTHBUILDER PLANNING. Build a ROADMAP FOR YOUR FINANCIAL FUTURE
View your financial life. Anytime. Anywhere.
- Track your assets and liabilities 100%
- Set and track financial goals 100%
- Partner with a Wealth Advisor** 100%
Taxes
Integrated Tax Services
Flexible subscription solutions
Personal and Business Taxes
Streamline your taxes
Retirement
Retirement solutions for your business
Insurance
Protect your business and your employees
Tax Planning
Strategies to manage your future taxes
Payroll and Human Resources
Affordable payroll and HR solutions
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- Dealing with a job loss?
- Concerned about your investment portfolio?
- Need a transition to retirement?
- Paying too much in taxes?
What can we simplify for you today?
What to expect from an initial conversation with us:
- A friendly and knowledgeable staff who understands the financial issues of your generation
- Confidentiality about your financial situation
- Professionals who work in a fiduciary capacity
- An open conversation about your financial goals and dreams
- An initial assessment of any “financial blind spots” which may be in the way for you to achieve your financial goals
- Disclosure on how we are compensated and an outline of how we can partner with you to help you reach your financial goals
Initial Meeting
Schedule an initial meeting with one of our Advisors
Latest News
Evaluating an Early Retirement Offer
In today's corporate environment, cost-cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you've received is a good one? By evaluating it...
What is the Monte Carlo Analysis?
When you sit down with a financial professional to update your retirement plan, you may encounter a Monte Carlo simulation, a financial forecasting method that has become more prevalent in the last few years. Monte Carlo financial simulations project and illustrate...
Should You Pay off your Mortgage, or Invest?
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your home free and clear is your need to invest for...
Do You Need Help from a Financial Professional?
Are you unsure about whether you're on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events, such as marriage, divorce, the sale of a family business, or...
Have You Come into Sudden Wealth?
What would you do with an extra $10,000? Maybe you'd pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you suddenly had an extra million or 10 million or more? Now that you've come into a windfall, you have some issues. You'll...
Market Recap: Week Ending August 11, 2023
The S&P 500 and the Nasdaq fell for the second straight week, while the Dow outperformed the benchmark indexes. Stocks have been relatively soft so far in August, which is not unusual. A slightly hotter-than-expected uptick in producer prices (see below) likely...
Setting and Targeting Investment Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
Retirement Life Cycle: Go-Go, Slow-Go & No-Go Years
The investment industry is famous for focusing on “return on investment,” but when it comes to your retirement nest egg, there’s more to consider than simply saving money and earning a return on investments. One flaw in this way of thinking is not appreciating that...
Planning to retire early? You need to figure out what to do next
Who doesn't love the sound of an early retirement? For many busy executives and business owners, slowing down and enjoying your financial success early in life becomes a primary goal. But before focusing solely on whether you can retire early financially, also...
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