Empowering Families for Financial Success

At Muruga Advisory, we specialize in college planning, retirement rollovers, tax strategies, life insurance, estate planning, and financial risk protection to help families secure their financial future.

A person in a graduation cap and gown is sitting on a stone ledge with engraved text reading 'Fisher College of Business, The Ohio State University'. The setting appears to be outdoors with a brick building and trees in the background.
A person in a graduation cap and gown is sitting on a stone ledge with engraved text reading 'Fisher College of Business, The Ohio State University'. The setting appears to be outdoors with a brick building and trees in the background.
Your Future, Our Priority
Planning for Financial Growth

Our mission is to guide families through the complexities of financial planning, ensuring they are prepared for higher education expenses and equipped with strategies for long-term financial stability and growth.

Comprehensive College Planning

Helping families prepare early and smartly for higher education expenses with tailored financial strategies.

Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
An open planner is laid out on a table, featuring a page with the text 'You got this'. Beside it, there is a notebook with a magazine partially visible, showing a person in a white garment. Two pens are placed on top of the magazine, and a binder clip is attached to the notebook.
An open planner is laid out on a table, featuring a page with the text 'You got this'. Beside it, there is a notebook with a magazine partially visible, showing a person in a white garment. Two pens are placed on top of the magazine, and a binder clip is attached to the notebook.
Retirement Account Rollovers

Maximize growth and minimize tax impact through strategic rollovers of 401(k), IRA, and retirement accounts.

Tax Savings Strategies

Identifying legal ways to reduce your tax burden through effective financial planning and smart strategies.

Planning

  • College Planning

  • Rollovers

  • Tax savings Strategies

  • Term policy

  • IUL

  • Estate Planning

Protection

Legacy

sri@murugaadvisory.com

(859) 429-3003

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