Financial Advisors
Henderson, NV
MRS Wealth Advisors is an independent financial advisory firm in Henderson, Nevada, specializing in comprehensive retirement planning and wealth management for individuals 55 and older. Led by Melissa Matson and her team, they provide personalized, tax-efficient strategies designed to help clients transition from accumulation to retirement with confidence. The firm focuses on income planning, tax optimization, portfolio risk management, legacy planning, and required minimum distributions (RMDs), offering regular check-ins and educational events to keep clients on track toward their financial goals.
Ideal for: Couples and individuals age 55 and older, Pre-retirees and retirees seeking tax optimization, Those concerned about legacy planning and required minimum distributions
Service area: Henderson and Las Vegas area, Nevada
Tax-Efficient Retirement Focus: Specializes in minimizing tax burden during retirement, including RMD strategies and legacy planning to help clients preserve wealth for heirs and causes they care about.
Personalized Master Plan Process: Uses a three-step Meet-Review-Strategize process to build customized financial plans tailored to each client's distinct situation, values, and retirement vision.
Educational Community Events: Hosts regular educational events and seminars on retirement strategies, tax planning, and estate planning in a relaxed, accessible setting to help clients stay informed.
Address: 2520 St Rose Pkwy #313, Henderson, NV 89074
Phone: (702) 818-5585
Website: mrsretirement.com
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