Discover & Diagnose
Clarify what is working, what is missing, and where the next decision matters most.
A Note from Marco
Retirement is personal. Your plan should be, too.
I’m Marco Lima, CFP®. I created Build Enduring Wealth to bring together the book, free course, and practical guidance that can help you make connected financial decisions with greater confidence.
Why I wrote the book: After helping hundreds of families prepare for retirement over a span of more than two decades, I saw the same challenge again and again. People were not necessarily making bad decisions, but they were making decisions in isolation. An investment choice can affect taxes, healthcare costs can reshape retirement income, and legacy goals can change the way a family thinks about its future. I wrote Building Enduring Wealth for Retirement to help readers step back, connect those choices, and make the full financial picture easier to understand.
Our Advisory Framework
See the blind spots before they become costly.
Design Your Blueprint
Build a practical plan that connects the moving parts of your financial life.
Implement & Integrate
Coordinate the work with the right professionals and keep every decision aligned.
Monitor & Adapt
Refine the plan as life, markets, and laws change around you.
A Connected Perspective
Retirement planning built around the full picture.
Feedback from clients reflects the value of a coordinated, personal approach to retirement planning.
Testimonials were provided by current clients at the time of their respective testimonials. Clients were not compensated, nor are there material conflicts of interest that would affect the statements. Testimonials may not be representative of the experience of other current clients and do not guarantee future performance, success, or similar services. The testimonials presented were chosen by the firm, and other clients may have different experiences.
Retirement Planning Course
Build Enduring Wealth for Retirement
A complete retirement planning course with Marco Lima, CFP®
Go beyond investing to understand how retirement income, taxes, healthcare, inflation, estate planning, lifestyle, and wealth preservation work together.
What You’ll Learn
- Retirement income and withdrawal strategies
- Investment risk, inflation, and Social Security planning
- Tax-aware decisions, healthcare, and long-term care
- Estate, legacy, and wealth preservation considerations
- The WealthBuilder™ Framework for connected decisions
12-Episode Outline
- Why Plan for Retirement?
- Where Do You Stand?
- Let’s Talk About the “B” Word
- Savings Buckets
- Social Security Benefits
- Investing for Retirement
- Protecting for the Certainty of Uncertainty
- Give It and Grow
- Legacy Planning
- Putting It All Together
- Maintaining Your Retirement Plan
- Building Enduring Wealth
Watch the Course
Follow the course, episode by episode.
Episode 1
Why Plan for Retirement?
View Episode →Episode 2
Where Do You Stand?
View Episode →Episode 3
Let’s Talk About the “B” Word
View Episode →Episode 4
Savings Buckets
Episode 5
Social Security Benefits
Episode 6
Investing for Retirement
Episode 7
Protecting for the Certainty of Uncertainty
Episode 8
Give It and Grow
Episode 9
Legacy Planning
Episode 10
Putting It All Together
Coming Soon
Episode 11
Maintaining Your Retirement Plan
Coming Soon
Episode 12
Building Enduring Wealth
Coming Soon
Build Enduring Wealth Podcast
Smart decisions. Lasting wealth. A greater purpose.
Listen to Marco’s conversations on the financial decisions that can shape retirement, legacy, and the life you want to build.
Subscribe on SpotifyThe WealthBuilder Mindset
A practical guide to building the retirement you want to live.
Marco’s book lays out the mindset behind a more intentional financial future, including the blind spots that can quietly shape retirement.
Explore the Book on Amazon
Marco on Instagram
Practical ideas for the decisions ahead.
Follow Marco for retirement planning perspectives, financial education, and timely ideas for building enduring wealth.
Follow Marco on InstagramClear Answers
Frequently asked questions
A complimentary first conversation is a chance to discuss the questions, goals, and decisions on your mind. We will talk through what you want retirement to support, your broader financial picture, and whether a coordinated planning approach is the right fit.
Yes. Retirement decisions often affect taxes, insurance, estate planning, and investments at the same time. Financial planning can bring those areas into one conversation, alongside goal planning, budgeting, investment guidance, protection planning, and tax strategy.
No. MRA Advisory Group offers complimentary initial conversations and assessments for potential individual and business clients.
It is useful to start before a major decision forces the issue. Whether retirement is years away or already underway, a coordinated conversation can help you connect current choices to the future you want to support.
Yes. Social Security can be an important part of retirement income. A planning conversation can consider claiming timing alongside your spending needs, taxes, other income sources, spouse benefits, and broader retirement goals.
No. A first conversation can begin with the information and questions you already have. The focus is on understanding your financial picture and deciding which next steps make sense for you.
Yes. Retirement decisions often involve several professionals. Coordinating with the right people can help keep estate, tax, insurance, and investment decisions connected to your goals.
MRA Advisory Group is an independent registered investment advisory firm. Its team coordinates planning, investments, taxes, insurance, estate planning, and business services around a client’s full financial picture.
Marco’s book includes a faith-based perspective, and clients are welcome to discuss the values that matter to them. Financial advice is provided independently of a person’s faith, with each conversation centered on that client’s goals, circumstances, and preferences.
Start With the Whole Picture