Wealth & Retirement

Empowering you with Financial Freedom. Our experience can help you build a secure and rewarding retirement. 

Wealth Building

Experience Matters

With over 50 years of industry experience, we bring a wealth of knowledge that every client can benefit from.

Personalized Approach

Every financial situation is unique, we work closely with you to craft personalized solutions that align with your goals and aspirations.

Trusted Guidance

Our track record speaks for itself. We offer unbiased advice and recommendations to empower you to make well-informed decisions.

Wealth and Protecting Your Future

MRS Insurance is dedicated to addressing the unique medical needs of our clients. In our experience, many clients have a nest egg of less than $500,000, and to safeguard their savings, they often resort to money market accounts, CDs, or even keeping cash under the mattress (yes, it’s true). Alternatively, some may entrust their investments to brokers engaging in stock trading, exposing them to market risks without a full understanding of the potential implications.

Investing without a comprehensive understanding of market risks, coupled with insufficient knowledge of age-appropriate investment strategies, poses a significant threat to the long-term financial well-being of our clients. The impact of inflation and improper investment allocation can greatly affect future income and overall lifestyle.

While some may perceive investing in seemingly secure options like the bond market or government bonds as safe, it’s crucial to recognize the potential pitfalls. For instance, significant losses can occur when interest rates begin to rise, leading to catastrophic outcomes. To illustrate, envision a market correction of 20%—on a $100,000 investment, this would result in a substantial loss of $20,000. Such a setback could prove challenging for small investors to absorb.

At MRS Insurance we understand the importance of securing and growing your wealth effectively. Our experienced team is here to guide you through personalized strategies that align with your financial goals, without the need for traditional financial planner services.

Reviews from Happy Clients

Our Areas of Expertise

Ready to take the next step towards financial security? Contact us today for a consultation. Let’s embark on a journey to safeguard your assets, plan for retirement, and secure your financial well-being.   

Assessing Insurance Coverage

Take control of your financial security by assessing your insurance coverage comprehensively. We can simplify the complexities, helping you safeguard what matters most in your life. Whether it's Medicare, life, or health insurance, our expert evaluation help to ensure your coverage aligns seamlessly with your unique needs, providing peace of mind for the future.

Legacy Planning

Navigate the path of legacy planning through our comprehensive insurance offerings. From the enduring protection of whole life insurance to the flexibility of term life insurance and the focused coverage of final expense insurance, our expertise is in crafting thorough strategies. Secure your family's financial future, leave a lasting legacy, and ensure peace of mind with tailored insurance solutions designed to meet your unique legacy planning needs.



Are you asking, 'How much money do I need to retire comfortably'? The answer is complex but our with our expert advice and resources we can help you navigate the complexities of retirement finance with confidence. We can help with customized annuities and retirement income solutions, we specialize in tailoring plans that ensure your retirement is financially secure and fulfilling.

Social Security Benefits

Strategies for Maximizing Social Security Benefits

Whether you're nearing retirement or planning for the future, we can provide personal guidance with the goal to unlock the full potential of your Social Security benefits. As everyone often wonders, 'When should I take retirement?' we address this common question. From understanding eligibility criteria to optimizing claiming strategies, we provide tailored advice to ensure you make informed decisions aligned with your unique circumstances.


The unpredictability of life expectancy and the ever-changing economy make future planning a challenge. We assist you in grasping the basics of annuities, empowering you to create a worry-free retirement strategy. With variations like fixed, variable, and indexed annuities, we can help evaluate your retirement income plan and provide ongoing guidance for maintenance and management, ensuring your financial security.

Request Free Consultation

Unlock financial peace of mind with our complimentary consultation. Talk to us about your goals, and we can help craft a tailored strategy to set you on the path to a secure financial future. Your initial consultation is on us — no strings attached.

Be assured, we never share your personal information.

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