Full Range Of Services
Optimize your life. Today, tomorrow and throughout retirement.
360º Planning® Service Package includes:
- Economic Freedom® Planning, 2-day program
- Mercer Advisors' Investment Portfolios
- Practice Financial Analysis
- 4-day Onsite Practice Analysis, includes travel expenses
- Business Plan Development
- Practice Development Planning
- OnTrack® Software, 1-year license
- 10 Practice Consulting Sessions, web-based
- Monthly Key Performance Indicator Reports
- Retirement Plan Documents, Profit Sharing, 401(k) or Defined Benefit Plan
- Retirement Plan Administration, Balance Forward
- Annual Client Convention, for Doctor and guest
- Two 3-hour CE Webcasts
"We are starting our third year in the 360° Planning program. In reflection, I feel truly blessed to have had such a personal and professional team guiding us to a better, more productive practice and a comprehensive plan for retirement. We continue to rely on Mercer Advisors' experience and knowledge to give us the confidence to expand our facility and bring in a new associate. We feel the success we have gained could not have been reached without such a great team. We could not be happier with the program"
— Kirby L. Hatcher, DDS, PC
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
