Endorsed by state dental and medical associations across the country, Mercer Advisors creates a comprehensive financial plan that brings together all your personal and business financial issues, and leaves you with a customized economic game plan for a lifetime of financial security. It takes a comprehensive, integrated approach to investment planning that meets your individual needs by discovering your vision, exploring goals, and putting the support systems in place to get you to your goals. This encompasses a thorough analysis of your retirement planning, estate planning, insurance, business planning, cash flow strategies, and asset protection. These services coupled with our expert practice management for dental professionals make Mercer Advisors your trusted partner for growing your business and personal wealth.

When we create your personal financial plan, our team of experts guides you through a thoroughly enjoyable and completely empowering process:

Step One: The initial interview and analysis

Typically a full day, this takes place at the Mercer Advisors regional office nearest you and gives you a chance to step away from the busyness of your life to reflect on what you really want. Before you even arrive, we begin taking care of you. When you walk through the door, our team of financial planners, attorneys, CPAs and other financial experts will have gathered and analyzed your financial data, needs and goals. We’ll analyze tax returns, insurance policies, investment statements, Social Security income summary statements, estate plan documents, retirement plan documents and more plus information about the way you live, the way you want to live and the things that are important to you. Working with you, we formulate the answers to very important questions such as:

• When can you stop working and still have a comfortable lifestyle?
• How much should you budget for your children's education?
• How do you organize your investments so you can retire when you want?
• How to balance a great lifestyle today and Economic Freedom® tomorrow?
• What has to happen to transform your office into a place where you love to go to work?

Step Two: Developing your custom plan

After we find the answers to all these questions, we develop a written, integrated plan focusing on existing assets plus the best pension plan, debt structure, tax and estate plan, a specific investment strategy, and cash flow program to meet your needs. The result is a comprehensive strategic plan that focuses on your economic freedom.

Step Three: Implementing your custom plan

At completion, you will have clarity about your finances and much more confidence about your life. We implement your plan, handle day-to-day financial management and let you live your life the way you want – without worry.

Step Four: Ongoing support

But that’s not the end of your journey with us. We will work with you over the telephone or in person to implement each step of the plan and coach you to help achieve your goals.

When you’re living with Economic Freedom, you know you’re on the way to your financial goals.  You’ll also have the confidence that every decision you make is focused and aligned with your long-term vision, and you’ll know that every step you take will get you that much closer to your goals.

Mercer Advisors offers personal financial planning as well as practice management for dental professionals.  Contact us today for more information on how we can help you grow your business!