YOUR LEGACY | STRATEGIC WEALTH & PROTECTION

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Why Choose MRC Financial

We combine decades of expertise with a genuine commitment to your financial well-being.

Trusted Expertise

Over 19 years of experience navigating complex financial landscapes.

Proven Results

Track record of growing and protecting wealth across market cycles.

Personal Service

Dedicated advisors who understand your unique financial journey.

Certified Team

CFP® and CFA® professionals committed to your success.

Client Success Stories

Discover how we've helped our clients navigate their financial journeys with confidence and clarity.

★★★★★

"Working with Ravi and the team has been a pleasure. For nearly seven years now, I can count on Ravi to properly explain all insurance related details and take as much time as needed to ensure I have a proper understanding."

Marvin B., CTO
Los Angeles, CA
★★★★★

"Ravi has delivered a retirement plan which covers the stages of my retirement; a layered set of timed investments with specific goals. He was a patient guide in helping me understand this strategy."

Linda G.
Ocala, FL
★★★★★

"My experience with Ravi Chand as my financial advisor was excellent. He was extremely helpful working with me after the death of my husband. Ravi made this transfer seem so seamlessly simple."

Eric Peterson
Rehoboth Beach, DE
★★★★★

"Learning how to navigate finances after postgraduate training had been a challenge! But finding Ravi was such a blessing. It’s wonderful to have somebody that you trust."

Dr. Barkha Chhabra, MD
Houston, TX

Areas of Expertise

Comprehensive financial solutions designed to address every aspect of your wealth.

🏖️

Individuals & Families

Disability Income Planning

Education Planning

Estate & Tax Planning Strategies

Financial Security Planning

Life Insurance Planning

Long Term Care Planning

Retirement Planning

Social Security Maximization Strategies

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Business Owners

Buy-Sell Agreement

Deferred-Compensation Plans

Disability Income Planning

Estate Equalization

Key Employee Retention

Key Man Insurance

Section 162 Executive Bonus Plans

Split-Dollar Plan

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Medical Professionals

Asset Protection/Risk Management

Education Planning

Employee Benefits for Private Practice

Estate & Tax Planning

Debt Management Strategies

Disability Income Planning

Resident Physician Roadmaps

Retirement Planning

Ready to Secure Your Financial Future?

Schedule a complimentary consultation with our expert advisors and take the first step toward financial confidence.

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