MRA Advisory Group
How Ready Are You for Retirement?
If retirement is 5–10 years away, now may be the right time to evaluate whether your income, investments, taxes, healthcare, and legacy plans are working together.
Take the Retirement Readiness Quiz →Set aside about five minutes for a clearer view of the decisions ahead.
The pre-retirement window
More clarity before the paycheck changes.
The years before retirement can be a valuable time to identify gaps, coordinate key decisions, and prepare for the transition from earning a paycheck to drawing retirement income. A thoughtful review can connect the questions you have today to the choices you may face later.
At MRA Advisory Group, we believe that every financial decision is connected. Retirement income, investments, taxes, Social Security, Medicare, insurance, estate planning, charitable giving, and family goals belong in the same conversation.
Retirement Readiness Quiz
A clearer starting point for the decisions ahead.
Answer a series of readiness questions for a more complete view of the decisions ahead.
Meet Marco Lima, CFP®
Bring the full picture into the conversation.
Marco Lima is CEO and a Wealth Advisor at MRA Advisory Group. He holds the CERTIFIED FINANCIAL PLANNER™ practitioner certification and is the author of Building Enduring Wealth For Retirement. His work focuses on helping clients connect retirement, investment, tax, estate, and protection decisions around the life they want to build.
Book your conversation
Choose a time that works for you.
Schedule an introductory Retirement Readiness Conversation with Marco Lima, CFP®. Booking a meeting does not create an advisory relationship.
Frequently asked questions
Clear answers before you begin.
Is the quiz free?
Yes. The Retirement Readiness Quiz is an educational resource offered at no cost.
How long does it take?
Most people can complete the questions in about five minutes.
What happens after I complete it?
After you provide your contact details, you will see an educational snapshot based on your responses and may choose whether to schedule a conversation.
Am I required to become a client?
No. Completing the quiz or scheduling an introductory conversation does not require you to become a client.
Is the quiz a financial plan?
No. It is a general educational assessment, not a financial plan, investment recommendation, tax opinion, legal opinion, or guarantee.
What should I expect during the introductory conversation?
You can discuss your priorities, the areas identified by the quiz, and whether MRA may be able to help. Scheduling does not establish an advisory relationship.