MRA Wealth Management

Annual Fee Range 0.40% – 2.00% 

Investment Advisory Services provided for an annual fee based on the total assets in the accounts under management and case complexity. Case complexity is determined by a combination of meetings per year, number of goals and net worth structure. Service includes:

• Dedicated Financial Advisor
• Asset allocation / portfolio construction advice for investments under management by MRA
• Investment policy statement and full access to MRA Investment Committee’s portfolio holdings
• 401k / 403B investment advice and trading through RetirementBuilder service
• Number of meetings/check-ins per year: typically from TWO to FOUR (based on your situation).

Tax Preparation and Planning

From $49/month 

Tax preparation and planning for individuals and businesses

• We work as part of your team to ensure that taxes don’t derail your financial plan. We are available year-round and will be proactive in tax planning and filings to ensure that efficient tax strategies are discussed and implemented as appropriate.
• Tax planning is an important component of your overall financial plan.  We find that it is always better to create a plan ahead of time rather than after the transaction. Let us analyze your financial situation in real-time and formulate a tax-efficient plan that is in alignment with your financial goals and business needs. 

Estate Plan Preparation**

From $750

Estate Planning is an essential component to your overall financial plan.  It allows you to gain more control over aspects of your life both during your lifetime and after your death.

• Trust
• Certification of Trust
• General Transfer
• Financial Power of Attorney
• Medical Power of Attorney or Advance Health Care Directive
• HIPAA Release
• Will

Insurance

Price based on needs

Protecting what you can’t afford to lose such as your ability to earn an income and your loved ones from a premature death or illness make up one of the foundations of a solid financial plan.

We educate and help protect clients in the areas of insurance using a comprehensive due diligence process.  The process includes:

1) Determining your insurance needs based upon your personal financial situation 

2) Evaluating multiple insurance types and providers 

3) Facilitating the underwriting process, which determines your insurance eligibility 

4)  Helping you choose a plan based upon your needs

Business Solutions

Price based on needs

End the chaos of running your business by yourself. 

• Need a partner who understands your business?
• Wearing too many hats?
• Want to work with seasoned professionals?
• Looking for flexibility on services to hire?
• Want to focus on business growth Get it done with SmallBizExecs