Financial planning is not an isolated event. It needs to be flexible. It needs to adapt to our rapid pace world. That’s why we offer as a digital planning tool to help clients build sophisticated financial plans which are easy to understand, implement and monitor.Read more
Our investment management process focuses on helping clients understand and manage investment risk. With your , we can help you set investment portfolio expectations using a measure of your risk tolerance rather than return, leading to a better informed and satisfied client.Read more
INSURANCE AND ESTATE PLANNING
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 and estate planning using a comprehensive due diligence process.Read more
TAX PLANNING AND PREPARATION
No one wants to pay more than their fair share of taxes, but few people understand our complex tax system (even with the new tax law!). Our in-house CPA offers tax preparation and ongoing tax advice while bringing it all together with other areas of your financial life.Read more
Flexible pricing based on your evolving needs.
Choose what you need now.
Change it anytime.
We don’t charge commissions. We offer investment solutions using MRA Wealth Portfolios as goals-based investment strategies that focus on helping clients understanding and managing investment risk, as well as increasing their chances for goal achievement.
Our investment advisory fee is based on assets under management. The fee ranges from 0.40% to 1.50% per year). See ADV Brochure for details.
PLANNING AND TAX ADVICE
From the simplistic to the highy complex financial situations, we offer customized subscription services solutions for financial planning and/or tax advice based on your unique needs.
Paid subscription services starting at $49/month.
For MRA Wealth Portfolio household accounts of $1 million plus, MRA will waive the subcription service fee for the following planing services: Plus, Consolidator and Protector.
Planning and Tax Advice Services
Simplifying financial planning and wealth management across generations
Simplifying your financial life requires having a clear picture of your financial situation anytime and anywhere. Pairing the latest technology with sound advice, Morris Retirement Advisors launched WealthBuilder Planning – a digital planning platform to help the firm deliver on its mission.
WATCH HOW THE WEALTHBUILDER PLANNING WORKS
WealthBuilder Planning is offered through Right Capital, Inc. Right Capital uses data security featuring 2048-bit asymmetric encryption and 256-bit symmetric encryption. For additional information on how we protect your data, please click on Read More.READ MORE