Financial Leaders New York

Safety, Security and Low Volatility Are Key
Marra Financial Group Sets Gold Standard
for Retirement Income Planning

— Diane Marra, president and founder, Marra Financial Group
“Our fundamental principle, one that is eye-opening to a lot of folks, is that you can take less risk and still do well in retirement.” — Diane Marra, president and founder, Marra Financial Group

There is no one “best place” to put your retirement money because each individual and couple has unique requirements and different tolerances for risk. Yet far too many people have all their retirement money in the market, according to Diane Marra, president and founder of Marra Financial Group. “That places them at high risk, especially in today’s exceedingly volatile economic and political climate.”

The Long Island- and Connecticut-based firm (it recently opened a New Jersey office as well) operates from the standpoint that in order to make sure a client’s money is in “the best place,” individual circumstances must be taken into consideration. This individualization is where Marra Financial Group excels.

With 31 years’ experience in the financial services industry, Marra has learned what works best for clients—and what doesn’t. She applied those lessons when designing her firm’s unmatched individualized approach to retirement income planning and asset management for retirees and pre-retirees. She and her firm have helped many individuals and couples at all economic levels enjoy a worry-free retirement knowing their money is safe and ready for them when needed.
“We have a unique retirement money management system,”

Marra says. “Our fundamental principle, one that is eye-opening to a lot of folks, is that you can take less risk and still do well in retirement.” And Marra’s clients, many of whom are now referring their adult children to her firm, overwhelmingly appreciate the specially tailored investment and income-maximizing strategies the firm devises to help them build “smart, balanced portfolios.” (“There’s nothing better in my book than working with multiple generations,” she says.) These strategies are predicated on maximizing financial safety and security, minimizing volatility, safeguarding lifetime savings, and managing assets to be sustainable for the long haul. The firm rejects the all-too-often-employed product-driven financial planning model, whereby firms “push” products in order to earn commissions, even when a product is not truly in a client’s best interest. “That common practice is more than a disservice,” says Marra. “It’s a disgrace.” Marra’s favorite quote is from former U.S. Senator Alan Simpson of Wyoming: “If you have integrity, nothing else matters. If you don’t have in-tegrity, nothing else matters.”Marra Financial Group stays true to that principle. Its unflinching commitment to each client is a winning formula and an industry model for shrewd retirement planning and income stability for retirees.