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Financial Planning: Your Life Covered

Financial Planning On Top Mountain - Mercer Advisors

As a Mercer Advisors client, you will work with a fiduciary advisor who leads the client team, including a CERTIFIED FINANCIAL PLANNER™ professional. CFP® professionals are held to strict ethical standards and have passed a rigorous exam to demonstrate they can help deliver a comprehensive financial planning strategy.

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Your Professional Advisor will:

Listen to uncover your financial goals and consider all your wealth management needs, from lifestyle and retirement to charitable giving and legacy.

Prepare and analyze your balance sheet, including net worth, cash flow planning, saving, and budgeting.

Manage your investments, income taxes, retirement, estate, and children’s education plans and show you how it all works together to help you achieve Economic Freedom™.

Help manage potential risks to you and your loved ones so that you may keep more of your wealth.

Lifestyle, Longevity, and Legacy Protection

Why is financial planning so important?

Achieve your desired lifestyle

Ensure your longevity with your wealth

Create your desired legacy

Financial planning offers triple protection spanning today and tomorrow:

  • Protection for your current lifestyle
  • Protection against running out of money (longevity)
  • Protection for what you want to leave behind (legacy)

Financial planning answers critical questions about your life goals and helps you achieve them.

  • How many months of living expenses do I need to have in savings? How can I best manage my spending?
  • Do I have sufficient insurance coverage for all my assets? How do I know that I have the right coverage?
  • How can I take care of my aging parents?
  • What’s the best way to fund my children’s education? Are 529 plans the only way (or the best way) to save for their education?
  • How much money do I need to save for retirement?
  • When should I start withdrawing on my Social Security?
  • Are my investments allocated properly to meet my goals? What is the historical and expected rate of return for my portfolio?
  • What impact do taxes have on my investment portfolio? How can I minimize taxes on my wealth?
  • How do I protect my assets to ensure my children inherit the maximum amount?
  • If I die unexpectedly, who will take care of my children?
  • How do I ensure my legacy is passed on to my favorite charity?
Financial Planning Old Couple - Mercer Advisors

With Mercer Advisors, you gain a holistic financial planning partner who can help you protect those who matter most and what you’ve worked so hard to build. We’re here to listen to your “What if?” and your “What now?” questions.

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Talk with an Advisor.






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