Teams Meeting

Renewal Meeting

Ty Pitman

MRA Advisory Group is an independent Registered Investment Advisory (RIA) firm specializing in holistic financial services that cater to diverse client needs 🌎. With over 100 years of collective experience, the firm has redefined the way financial planning, wealth management, tax services, and insurance solutions are delivered. Our commitment to a fiduciary-first approach ensures that every client receives unbiased, personalized advice, helping them achieve their unique financial goals. Founded in 2012 and fully independent since 2017, we excel at integrating insurance and financial planning for comprehensive protection, including specialized Medicare-related insurance solutions for individuals and businesses 🚀. Let us guide you toward financial wellness every step of the way!

<ul class="prose-ul list-disc ml-8"><li value="1">Comprehensive Financial Planning: Tailored strategies to help clients achieve their short- and long-term financial goals while preparing for life's uncertainties.</li><li value="2">Wealth Management: Expert advice focused on investment growth and asset preservation aligned with individual objectives.</li><li value="3">Tax Preparation and Planning: Streamlined solutions to maximize tax efficiency while staying compliant with regulations.</li><li value="4">Business Services: Customized financial guidance designed to help small and mid-sized businesses thrive in a competitive environment.</li><li value="5">Insurance Solutions: Holistically integrated insurance plans, including Medicare, that safeguard businesses and individuals from unexpected risks.</li></ul>

<ul class="prose-ul list-disc ml-8"><li value="1">Q: Why should I choose MRA over other advisory firms? MRA offers integrated services combining wealth management, tax planning, and insurance under one roof, ensuring seamless, tailored solutions.</li><li value="2">Q: Can MRA help with Medicare insurance? Yes, we specialize in Medicare-related insurance solutions designed to protect individuals and complement their financial planning.</li><li value="3">Q: Is MRA fiduciary-focused? Absolutely! We prioritize our clients' best interests at every step, offering unbiased advice from seasoned professionals.</li><li value="4">Q: What makes MRA's subscription model appealing? Our flexible subscriptions accommodate diverse client needs, making financial wellness achievable for people at every stage of life.</li><li value="5">Q: Does MRA have experienced advisors? Our team boasts over two decades of industry experience, providing unparalleled expertise to clients.</li></ul>

Hello! My name is Ty Pitman, and I’m the Director of Insurance Solutions at MRA Advisory Group 🎯. My primary focus is on delivering insurance products that seamlessly integrate into our financial advisory services, ensuring comprehensive protection for clients ranging from small businesses to individuals. As a leader in the insurance solutions team, I take pride in developing and overseeing plans tailored to specific needs, including Medicare-related coverages. By leveraging MRA’s collaborative and client-first approach to financial planning, I help deliver personalized solutions that align with long-term goals and financial security 🌟.Though my professional background outside of MRA hasn’t been explicitly detailed, my role emphasizes strategic thinking, innovation, and a commitment to excellence in the insurance space. When I’m not busy crafting better coverage solutions, I love discovering new spots around my city and enjoying its vibrant culture!