Wealth Management Services
Planning for Your Financial Future Alone?
Is planning for your financial future stressful? Do you feel completely alone in handling the specifics of taxes and your estate, especially for your small business? If you’re trying to plan your financial future and manage your wealth alone, you may be holding yourself back.
The power of a financial plan comes to life when it incorporates your priorities, tax advice from MRPR, and the planning professionals at Avantax Planning Partners℠.
At MRPR, we have a strategic partnership with Avantax Planning Partners℠ who specializes in developing personalized, tax-smart financial plans centered around your goals. Our team puts the plan into action with a broad array of advisory services and tools that address your total financial picture.
Prioritize Your Financial Future
No business owner should have to handle wealth management all on their own. At MRPR, we have perfected the art of financial planning and will do everything in our power to keep your future looking brighter than ever.
Wealth Management for Small Businesses and Entrepreneurs
Our GPS planning program, which stands for Guidance Planning Strategies, visually lays out your long-term financial plan, looking at all the impacts of financial decisions such as:
- Investing in your 401(k)
- Selling a business
- Donating to charities
- Estate planning
- Tax services
Our MRPR wealth management experts will partner alongside you to review strategies to reduce risk and build security in your financial future.
When working with MRPR you can expect:
Guidance You Can TrustCoordinating tax considerations with your CPA is an essential element in our holistic approach to financial planning. The plan comes to life when it incorporates your priorities, tax advice from our CPA firm, and the expertise of the planning professionals at Avantax Planning Partners℠.
Planning You Can UnderstandNavigating your destination points and making adjustments as needed provides clarity for your journey. Everything we do is centered around your long-term financial goals. Once we fully understand your goals, we incorporate tax planning, retirement planning, estate planning, risk management, and asset management all together into one holistic and comprehensive financial plan.
Strategies That Make a DifferenceComprehensive advice generates financial options unique to your situation. The GPS planning tool visually lays out a long-term plan, looking at all the impacts of financial decisions, and demonstrates how decisions like investing in your 401(k), selling a business, donating to charities, or plans for your estate positively impact your future.
How Does Wealth Management Planning Benefit You?
Once we’ve built out your long term plan, we can review additional strategies such as:
- Asset management
- Retirement planning (for individuals)
- Retirement planning (for business owners)
- Insurance/risk management
- Estate planning
- Tax planning
- Business transition strategies
With our Wealth Management services, you’ll not only feel relief that your financial future is secure, but you’ll also be excited about new opportunities for your business and employees!
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to MRPR. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.