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™. 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.

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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The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.