Financial Planning Services
At MRB Capital Group, our Licensed Financial Advisors will work with you one-on-one to help you through the complexity of all the areas listed below.
We analyze your entire financial planning blueprint, not just isolated parts of it. No two client relationships look the same when working with us because nobody is in the same financial position with the same goals and life circumstances.
If you want personal attention with a true understanding of your current financial situation and a plan to reach your future goals, then give us a try. Our promise to you is to always put your interests first, which we committed to when we took the fiduciary oath.
Our specific Financial Planning services can include:
Budgeting
Education Planning
Retirement Planning
Estate Planning
401(k) and 403(b) Strategies
Tax and Insurance Planning
Employer Benefits Optimization
Investment Strategies
Life Insurance Strategies
Your Financial Planning Journey with MRB Capital Group
MEETING 1: CONSULTATION
We offer a complimentary introduction meeting to get to know each other, discuss your goals, and see if we are a good fit. We can meet in person or virtually via Microsoft Teams / Phone Call. We will go over planning process in detail and help determine what level of service fits your needs based on your situation. We walk you through what working with us will look like.
MEETING 2: DISCOVERY
Once you decide to work with us, we provide you with a comprehensive checklist to help you gather your personal and financial information for your Discovery meeting. We will discuss your financial goals for the future including investments, retirement, tax strategies, business planning, college savings, estate planning, risk management, and insurance. We get to know where you are now and what you want out of life.
MEETING 3: DESIGN
We present a draft of your financial plan to start the conversation. This will include our recommendations for the steps and action items to reach your goals and objectives. We will talk through the different options in your plan and make adjustments as necessary. By the end of this meeting, we have decided on the best scenario for you to reach your goals.
MEETING 4: DELIVERY
We walk you through your final plan to make sure you understand how to reach your goals. We make recommendations for asset allocations in any outside accounts, deliver custom allocations for your retirement accounts, and provide referrals within our network of professionals for CPA, Estate Attorney, and other specialists as needed. We also provide you with access to the financial planning software online and show you how to navigate the platform. We will deliver a one-page financial plan as a snapshot of your family’s financial picture along with any action items you need to complete.
ONCE YOU ARE A CLIENT
We will implement your investment and Life insurance strategies based on your risk tolerance and financial goals. Our services continue long term as we monitor and maintain your investment strategy, make any rebalances or adjustments as necessary. You will have access to your investment accounts online through our custodians and will receive account statements regularly.