As soon as possible — but if you’re in your 40s or early 50s and haven’t yet engaged with a retirement-focused advisor, now is a good time to start. The decisions you make between ages 50 and 65 — around Social Security timing, long-term care planning, estate documents, and Roth conversion strategies — may significantly shape your retirement security. A complimentary consultation with a Mercer Advisors wealth advisor can be your first step.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
