Life is always challenging. And especially so when you’re over 50. The complex demands of your health, lifestyle and risk tolerance requires additional attention – and expertise.
That’s why the advisors at The Mohri Group specialize in Retirement Plus Financial Planning. We focus on meeting your unique needs with an eye towards safeguarding and transferring wealth to your children. Because we provide such high levels of service, The Mohri Group only accepts a few new clients annually.
It’s a mutual decision based on your values, your goals and your personal vision for the future. Working with The Mohri Group is all about YOU. What’s important to you, what you want to accomplish. how you want to spend your time.