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
Bring your questions. Do you have any financial blindspots?
By definition, a blind spot is an area where a person’s view is obstructed. We help you identify financial blind spots in your personal economy.
Examples of financial blind spots:
– Taking too much or too little risk with your investment portfolio
– Lacking a proper cash reserve for emergencies and opportunities
– Missing a system to track your savings and your spending
– Having inadequate insurance protection for home and life coverages
– Missing a game plan for your finances if you get too sick or too injured to work
– Lacking adequate protection for your loved ones in case of a premature death
Find Opportunities
We focus on finding opportunities for you to improve your chances of reaching your financial goals.
Examples of financial opportunities:
– Getting your finances organized
– Helping you pay yourself first
– Improving the yield on your cash reserve
– Adjusting your investment portfolio risk
– Reviewing and helping you streamline your debt
– Helping you pay your fair share of taxes
– Helping you create a “rule book” to distribute your wealth to your heirs properly
Partner for growth
MRA Advisory offers flexible services for all life stages.
As an MRA Advisory Client, you can expect:
– Our primary values are Integrity, Commitment and Excellence
– Our firm’s objectives to Simplify Your Financial Life, Instill Confidence with a Plan and Pursue Growth
– Full and fair disclosure regarding products and services
– Strict confidentiality pertaining to sensitive data and conversations
– Calls/emails/texts returned within less than 8 business hours
– Coordination in making and holding agreed upon appointments under your service schedule