Wealth Management Planning

Wealth management can mean different things to different people. Services include investment advice, portfolio management, tax planning, asset protection, and estate planning to name a few. At Mercer Advisors we feel that in order to truly manage your wealth each of these components needs to be analyzed, and more importantly they need to be integrated and comprehensive with each other to meet all of your goals.

AS FIDUCIARY, INDEPENDENT FINANCIAL ADVISORS, AT Mercer Advisors OUR GOAL IS TO HELP You DEFINE AND PLAN FOR YouR LIFE GOALS AND RETIREMENT ABOVE ALL ELSE. WE CAN HELP You STRATEGIZE FOR THE FOLLOWING SERVICES:

• Retirement Income Strategies
• Wealth Accumulation
• Asset Protection
• Social Security Planning
• Investment Advisory Solutions
• Life Insurance
• Tax Minimization Strategies
• Long-Term Care Strategies
• IRA & 401(k) Rollovers*

However, we do not ask clients to give up existing advisory relationships. Instead, we will work with trusted CPAs, attorneys, etc. to recommend strategies that best address your stated needs.

AT Mercer Advisors WE CAN REFER You FOR THE FOLLOWING SERVICES:

• Trusts
• Probate avoidance
• Charitable Giving
• Estate Planning
• Tax Planning
• IRA Legacy Planning

Mercer Advisors’ insurance specialists and/or investment adviser representatives are not permitted to offer, and no statement contained herein, shall constitute tax, legal, or accounting advice. You should consult a legal or tax professional for any such matters.