How do you make financial planning easy to understand?

We help you navigate each milestone along your financial journey and make adjustments as your life changes. Everything we do is centered around your long-term goals. Once we fully understand what matters most to you, we integrate tax planning, retirement planning, estate planning, risk management, and asset management into one clear, comprehensive financial plan.

What makes your planning strategies different?

Comprehensive advice creates financial strategies tailored specifically to your situation. Using our GPS planning tool, we visually map out your long-term plan and show how key decisions—such as contributing to a 401(k), selling a business, charitable giving, or estate planning—can positively impact your financial future.

Wealth Management Services

Providing the Roadmap for Financial Security

You don’t have to plan your financial future on your own. Rely on an expert team that you can trust to guide you. That’s why the team at MRPR has partnered with Avantax Planning Partners, Inc. - to provide a comprehensive picture of your financial future.

Specialized Accounting and Tax Support

Avantax specializes in developing personalized, tax smart financial plans centered around what’s most important to you, your family, and your business. Pairing your MRPR CPA with an Avantax Financial Planner provides a 360° view of your financial roadmap, so you can see what’s coming and make changes when the need arises.

Here are some of the areas where we can help mitigate taxes, minimize risk, and develop personalized goals:

Investment Management
Business Transition Strategies
Social Security Planning
Estate Planning
Risk Management
Retirement Planning

At MRPR, we have a strategic partnership with Avantax Planning Partners, Inc.

See how we can support planning your financial future:

Retirement Planning

Individual Planning

Our Wealth Management Team can help you with planning a bright financial future.

Greg Zink, CPA – Combines the accounting and tax experience of MRPR with the financial planning and wealth management offering of Avantax Planning Partners, Inc. He works to integrate tax planning strategies with financial planning goals.

Check me out on BrokerCheck.

Contact Greg

Matt Cash, CFP^® – Financial planning consultant with Avantax Planning Partners, Inc. who delivers integrated investment and planning strategies in collaboration with clients’ CPAs. He helps individuals and business owners grow, protect, and transition wealth through personalized planning focused on each client’s goals.

Check me out on BrokerCheck.

Contact Matt

Frequently Asked Questions

Coordinating tax considerations with your CPA is a key part of our holistic approach to financial planning. Your plan comes to life when your personal priorities, tax guidance from your CPA, and the expertise of the planning professionals at Avantax Planning Partners, Inc. all work together.

Our Latest Blogs

The MRPR Blog serves as a comprehensive resource for businesses and individuals seeking up-to-date information and expert insights in accounting, taxation, and business advisory services.

Michigan Treasury Notice Errors Creating Confusion for Taxpayers

New for 2025: “Trump Accounts” for Children

MRPR Joins CPAmerica Inc.

*Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855. Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/. Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to MRPR.