Our Services

We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

We take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1:

Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more we know about you, the more helpful and accurate our recommendations will be.

Step 2:

After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your mortgage or retiring early—can actually be accomplished.

Step 3:

Now comes the fun part. We'll identify insurance and financial products that can help meet the specific objectives outlined above. If you like, we'll even consult with your tax and legal advisors to make sure all our efforts are coordinated.

We'll provide ongoing service as your needs and situation change over time. We'll work with you over the years to help keep your program on track with your changing needs.

Protect your family - now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy. 

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Disclosure

Matthew Amelio is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4349326), CT, DC, FL, MI, NC, NJ, NY, PA, TX, and VA. No insurance business may be conducted outside the states referenced.

Matthew Amelio is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 250 Pehle Ave Ste 900, Saddle Brook, NJ, 07663, 201-845-6900. In this regard, this communication is strictly intended for individuals residing in the states of KS, NC, and NJ. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

M.R.A. FINANCIAL GROUP LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither M.R.A. FINANCIAL GROUP LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.