Mercer Advisors

Mercer Advisors

Why Mercer Advisors
We exist so that you don’t have to worry about money.
- A Family Office For Your Family
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  - An Institutional-Grade Portfolio
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  - A Boutique Fiduciary with National Strength
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Navigating Real Estate Transfers to Trusts: What You Need to Know
Learn how to fund real estate into a trust, avoid probate, and ensure proper insurance and title coverage.

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Home » Media » Webinars » Marry Your Medigap, Date Your Part D

Marry Your Medigap, Date Your Part D

Mercer Advisors

October 12, 2023

Summary

Whether you’re nearing age 65 and will enroll in Medicare for the first time or thinking about making changes to your current coverage for 2024, Mercer Advisors can help.

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unaffiliated with Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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