Retirement may be a milestone you’re looking forward to, but getting there takes planning. And the closer you get to retirement age, the more important your planning strategy becomes. Because it’s possible you may live 30 years or more in retirement, you can’t rely solely on your company pension plan or Social Security to provide the funding you’ll need. Remember, the sooner you begin, the more prepared you’ll be.
No matter where you are in the process, The Murray Group can guide you through each important stage of planning for your retirement. You’ll not only pursue your funding goals, you’ll feel more confident and comfortable in your new life—after work. That’s how you make retirement better.
For nearly 30 years, Jonathan Murray and his team have worked closely with successful individuals and families, helping them plan for the future and pursue their retirement vision. They have benefitted from Jonathan’s clear understanding of what retirement really means— transitioning from a lifetime of hard work, providing for family and planning for a reliable income stream that enables them to do the things they finally have the time to do. Since 1999, Jonathan has also earned national recognition as a financial contributor for CNBC, Fox News, and as the daily financial analyst on 1090 AM WBAL Radio in Baltimore.
The Murray Group looks beyond your investing needs and provides advice to manage all the priorities in your financial world. Using the UBS Financial Goal Analysis (FGA) tool, we begin our disciplined planning process, which provides the insights we need to create your personal financial roadmap for the future We can also coordinate with your attorneys, accountants or other advisors to ensure a well-aligned strategy.
Everyone should have a target return that reflects their specific needs and their goals. That’s why our strategy is based on prudent, timetested principles: Be diversified, use proper asset allocation, and don’t chase momentum. It’s important to stick to your customized financial plan, and try to control emotional decision-making.
We strive for growth over time, not overnight. Informed by the insights of UBS wealth management research, as well as those of leading money managers, our focus is to generate a stable, growing income stream that can keep up with the rising cost of living. What’s more, working with our Accredited Investment Fiduciary (AIF®), you can be confident that our recommended strategies are properly developed, implemented, and monitored according to both legal and ethical obligations.
The Murray Group video library
The Murray Group has been recognized as an industry leader.
- Jonathan Murray, Financial Times Top 400 Advisers, 2016, 2017
- Jonathan Murray, Barron's Top 1,200 Financial Advisors, 2014 - 2017
- Jonathan Murray, Barron's Top 1,000 Financial Advisors, 2009 - 2013
- Jason Lowy, UBS Top 35 Under 35 Financial Advisors, 2016