Your future needs a plan
Our mission: We help clients solve current financial challenges and plan for their future with confidence
Our Business
Simplify your financial life
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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“We all die. The goal isn’t to live forever, but to leave behind something that will.” – Chuck Palahniuk, author
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“Do not save what is left after spending, but spend what is left after saving.” Warren Buffett
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What our clients say about us
*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.
Explore our investment solutions
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.
** Available for clients with a service agreement.
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%
Insurance Corner
Shop for insurance on your terms
Integrated Tax Services
Personal Taxes
We work as part of your team to ensure that taxes don’t derail your financial plan. Our tax experts stay up to date on the ever-changing tax laws and can help you make appropriate decisions. We are available year-round and we are proactive in tax planning and filings to ensure that efficient tax strategies are discussed and implemented as appropriate.
Business Taxes
Our team has decades of experience preparing business tax returns, including:
- Schedule C, partnership, and corporate income taxes
- State and local sales taxes
- Payroll taxes
- Specializing in start-ups and sole-proprietors
Bookkeeping
Accounting and Bookkeeping for businesses include:
- QuickBooks consulting and training
- Quarterly transaction entry and/or bank reconciliations
- Preparation of key management reports
Payroll and benefits
Take the mystery out of payroll processing and employer/employee benefits
Refreshingly easy payroll and employer/employee benefit options so you can get back to what matters the most.
Services offered in partnership with Gusto.
Business Planning
Starting a business
- According to the Small Business Administration (SBA), 1 in 12 businesses closes every year in the U.S. The primary reason for business failures is lack of proper business planning. We provide advice on business start-ups and ongoing support to help start and stay in business!
Succession Planning
Exiting a Business
100% of business owners will be exiting their businesses during their lifetime. What’s your exit plan?
- Family business transition
- Iliquid business assets
- Protection Planning: life, health, disability
- Multi-generation business planning
Let's talk
- 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
Can I Make a Deductible IRA Contribution? See Our Flowchart
Advisory Services are offered through MRA Advisory Group, a Registered Investment Adviser. It is general in nature that the statements herein are not a complete statement of all information necessary for making an investment decision and is not a recommendation or a...
Market Month – October 2023
Advisory Services are offered through MRA Advisory Group, a Registered Investment Adviser. This information was developed by Broadridge, an independent third party. It is general in nature, is not a complete statement of all information necessary for making an...
Instant Life Insurance Quotes from MRA Advisory Group
Get instant Life Insurance quotes from MRA Advisory Group. Final expense insurance to help cover medical, funeral, and burial costs. No medical exams or blood tests. Starting at $7/month Learn more here Advisory Services are offered through MRA Advisory Group, a...
Year-End Tax Planning Webinar
Webinar: Year-End Tax Planning When: Monday, November 13, 2023 Time: 6:30 pm – 7:30 pm MRA Advisory Group invites you to our Year-End Tax Planning Webinar. Alison Cogan, CPA, and Marco Lima, CFP®, CEO will discuss any tax changes for this coming year...
Medicare Open Enrollment Begins October 15th
Medicare Open Enrollment begins on October 15th and continues through Dec 7th each year when people already enrolled can make changes to their coverage. Take the time to look over your options so you get the most out of your Medicare or Medicare Advantage coverage in...
11 Ways to Help Yourself Stay Sane in a Crazy Market
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from...
MRA High Yield Savings APY 4.94%*
Have you considered the cash you keep at banks or other financial institutions? We’ve put many clients into the Federally Insured Cash Account (“FICA”). FICA offers: 1. A rate of 4.94% APY* starting today September 7, 2023 (an increase from the current...
~ * Happy Labor Day * ~
"No work is insignificant. All labor that uplifts humanity has dignity and importance and should be undertaken with painstaking excellence" - Martin Luther King, Jr. Be proud of what you do and take pride in a job well done! Today we thank, and honor, all American...
Coping with the Emotional Impact of Losing Your Job
Job loss can cause stress Losing your job can take an emotional toll on you and your family. Recognizing these emotions and dealing with them positively can go a long way toward helping you and your family cope with the stress that often follows a job loss. Emotional...
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