A Registered Financial Consultant, Author and founder of Marra Financial Group, Diane is committed to empowering her clients with the knowledge necessary to make more informed decisions about their financial well being. One of the major advantages Diane offers her clients is her vast knowledge of retirement issues that she has gained with her 38 years of experience in the financial services industry.
It's wise to determine the types of investments that will best fit your needs not only from a "Rate of Return" perspective, but more importantly from a "Risk of Loss" perspective. The firm's 4,000 professionals help clients optimize their businesses, improve their operations and risk profile. Our capabilities and intellectual capital are enhanced by our deep industry expertise and hands-on, collaborative approach.
It's wise to determine the types of investments that will best fit your needs not only from a "Rate of Return" perspective, but more importantly from a "Risk of Loss" perspective. The firm's 4,000 professionals help clients optimize their businesses, improve their operations and risk profile. Our capabilities and intellectual capital are enhanced by our deep industry expertise and hands-on, collaborative approach.
Services
At Marra Financial Group we believe in a Retirement Management System, Designed for low risk and low volatility portfolio management as well as providing financial planning and analysis services for our clients. Our fee-based asset management platform consists of low to moderate risk investments to help retirees secure a better retirement.
Planning for retirement? Already retired? More then ever before, retirees are dependent upon their investments to generate retirement income. Retirement Income planning (the orderly and strategically timed distribution of assets in retirement) begins where the accumulation of assets ends.
One of the most difficult things for people to change is their "mindset" when moving from an "accumulation phase" to a "distribution phase" when they start thinking about retiring.However, "what you earn on your money" is secondary and much less important when you enter retirement. What is it secondary to, you may ask?
One of the most difficult things for people to change is their "mindset" when moving from an "accumulation phase" to a "distribution phase" when they start thinking about retiring.However, "what you earn on your money" is secondary and much less important when you enter retirement. What is it secondary to, you may ask?
Getting the most from Social Security is more than a casual decision, and more than simply guessing how long you'll live. A significant portion of those who claim Social Security execute the "land grab" strategy and take it as soon as possible. Get educated on advanced claiming strategies and the best way to integrate them into your retirement income planning now.
In this time of job-changing and downsizing, you may need guidance on what to do with the assets you have accumulated in your company sponsored retirement plan. You may choose to preserve income tax benefits by rolling over into a Rollover IRA, or take the lump sum and pay the tax and penalties. Rollover means to move money from a 401(k) or other qualified retirement plan into an IRA.
Taxes are quite often the largest expense in retirement. Every dollar you pay in taxes is one less dollar you can spend or pass on to family, friends or charity. Additionally, many retirees need those dollars to make ends meet as well as insuring that their income will last as long as they do. It is impossible to eliminate taxes altogether, but you can certainly minimize their impact on your retirement income.
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