A Comprehensive Financial Plan That Comes With a Plan of Action

If Your Financial Plan is Only on Paper, it’s Not Doing You Any Good

Your financial plan is the connective tissue that brings every part of your financial life together — your investments, savings, estate plan, tax strategy, insurance coverage, and more. But too often, financial planners and their clients think of a financial plan as a static document — a set of instructions that the client is expected to follow up on and keep track of.

At Mercer Advisors, “financial planning” is a verb, not a noun. We don’t just hand your plan off to you and move on. Rather, we put the plan into action so you experience the benefits.

Ready to learn more about Mercer Advisors financial planning? Connect with our team today.

A Process Built on Industry Best Practices

At Mercer Advisors, your wealth advisor is a member of a unified team that’s a part of your full financial life.

With this deep bench of in-house specialists behind him or her, your wealth advisor will seek to follow the CFP Board’s seven-step process, which sets best practices in financial planning.

What We’ll Cover Together

At Mercer Advisors, your wealth advisor, will develop a full perspective that takes into account where you are now and, most important, where you want to go. We gather the essential information through a comprehensive review of your existing financial documentation, and detailed follow-up conversations.

Your Personal Finances

Your Investments

Your Tax Situation

Your Retirement Plans

Your Estate Plan

Your Children’s Education

Your Insurance Coverage

Other Important Dynamics

* Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a referral fee sharing agreement.

The scope of the services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.

Ready to create a financial plan of action?