About Us  |  Why choose MRM & Associates  |  Additional Information  |  

Who We Are
    Our MRM & Associates team members are knowledgeable, down-to-earth professionals who can help you with all your insurance and investment needs.  Whether you're starting your first job, raising a family, putting your children through college, or nearing retirement, we can help.

What We Do
    
For more than 13 years, we have helped people just like you become financially secure and achieve the peace of mind that comes with it.

What does "financial security" mean?
    
Ultimately, it means knowing that you, your family, and your future are taken care of and protected.  It means being able to provide for your children's education and your own retirement.  Financial security also means not having to worry about the impact of illness or losing your home or car through fire or accident.

Do I have to be rich to achieve financial security?
    
No, you don't.  You simply need a plan that is customized to your personal circumstances.  If that sounds complicated, don't worry.  An MRM & Associates team member will sit down with you to determine your goals and needs, review your current situation, and work out a step-by-step plan to achieve your goals.  In other words, simply let us know where you stand right now and we'll show you how to achieve financial security.

What are some of the topics I will discuss with an MRM & Associates representative? 
    - Preparedness for significant events or changes in your life.
  Some of these events you can anticipate - like getting married, having children, and retiring.  Other events come at us out of the blue - like losing a job, having an accident, or possibly having to take care of a disabled loved one.
    - Insurance coverage.  Your MRM & Associates representative will make sure that your life, family, and possessions are all adequately protected.
     - Retirement plans.  Planning for retirement doesn't have to be overwhelming.  We have the knowledge it takes to make your retirement goals possible.
     - Any current investments you may hold.  We will look at your current investments to give you a clear picture of how they line up with your overall financial goals.

Take the first step to financial security by contacting MRM & Associates today.

Planning for financial security may sound like a big job, but the peace of mind it brings is priceless.  All you have to do right now is take the first step.

California License #OC28846