MCR Financial is a full service financial firm located in Rockville Maryland. Our mission is to educate our clients to help them make the best decisions they can to ensure a financially secure future. These decisions include such things as retirement planning, college savings, estate planning strategies and insurance protection needs such as disability, life and long-term care insurance. We also assist businesses with their planning needs in areas such as buy-sell solutions, group benefits needs and enhanced business retirement plans.
Our team of professionals have over 100 years of combined experience assisting individuals and businesses with their financial planning needs. In our firm, each individual specializes in a specific area of finance. This ensures that your individual needs and goals get the best attention possible.
Benefits of Life Insurance
Discover the benefits whole life can provide during your different life stages.
The market is as unpredictable as the weather. We’d love to help you prepare.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Bonds may outperform stocks one year only to have stocks rebound the next.
Apps that help small business owners better manage and grow their business.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
If the stock market is hitting record highs, why aren’t money managers feeling the love?
Your credit score may influence how much you pay for auto and home insurance.
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Are you ready for retirement? Here are five words you should consider.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: Right Now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.