PARSIPPANY-TROY HILLS, NJ – The needs of somebody born when Russia launched Sputnik are a lot different from those of a person born when Microsoft launched Windows 95.
The experts at MRA Advisory Group in Parsippany know that. In fact, they have based their unique investment planning practice around that truth.
At MRA, the approach is called “Generational Planning,” and it features programs tailored to specific age groups, said Dalton Chandler, MBA APMA, the company’s director of wealth and tax services.
“What really makes us different is that we have proven investment systems that work for different investors, no matter what stage in life they are in,” Chandler said. “Everything we create and do for our clients is personalized to their circumstances and needs for the future.”
Many younger people - focused on growing careers and families - consider financial planning something to be dealt with in the future. That’s a mistake, especially these days when so many aspects of the economy are undergoing rapid change.
Chandler and his colleagues at MRA have crafted an approachable and personalized method that simplifies financial planning for clients, whether they are Millennials, Gen-Xers or Baby Boomers.
Their practice revolves around subscription-based advisory services for all stages of a client’s financial journey. Their successful record reflects their deep knowledge and experience in helping clients prepare for life’s unexpected detours.
“Our experience has uniquely prepared us for the economy we are in today,” Chandler said.
Broad Experience and Versatility
MRA specializes in the following integrated areas: Financial Planning, Wealth Management, Tax Preparation and Planning, Business Services, Insurance Solutions and Real Estate. Comprehensive financial planning and risk management strategies are core principles in their Wealth Management Process
According to the company, a great starting place for Millennials is the MRA WealthBuilder system. This investment strategy is an excellent way to get started in a plan for financial independence. There are no commissions charged and no minimums required.
The MRA team is composed of seasoned professionals. Most are Certified Financial Planner (CFP) practitioners with more than a decade of experience.
MRA’s unique, proprietary process entails partnering with clients to help them define their individual paths to financial independence. The process is delivered through a service model tailored to each client; designed around their unique needs.
A Free Consultation
This is an uncertain time in history. It makes sense for people of all generations to let a second pair of eyes review their financial situations. MRA can be those eyes with a free consultation, an opportunity to be made aware of any potential blind spots that may be in the way of achieving your goals.
Click here to schedule a time online where you can work with a friendly and knowledgeable MRA staff member who understands the financial issues of your generation. Confidentiality is paramount, and open and honest dialogue is normal business practice at MRA.
MRA Advisory Group also hosts regular informative webinars providing leadership and advice to address investors’ concerns and needs. On May 18, it will be hosting one on “Post Pandemic Planning.” You can click here for more information or to register.
To learn more about MRA Advisory group, visit their website at www.mraadvisory.com.http://www.mraadvisory.com.