Mercer Advisors
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Financial Planning

A comprehensive financial plan is the foundation for every important financial decision in your life — connecting your income, investments, taxes, insurance, estate plan, and retirement strategy into a clear, coordinated roadmap. At Mercer Advisors, financial planning is not a one-time deliverable but an ongoing process that evolves alongside your life, your goals, and the ever-changing financial landscape. Explore the resources below for practical guidance on every dimension of a strong financial plan.

Professions FAQ

How do I know if my current financial plan accounts for my airline benefits?

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Professions FAQ

What happens to my employer-provided benefits when I retire?

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Professions FAQ

When should an airline pilot connect with a wealth advisor?

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Professions FAQ

How does my pension affect my Social Security strategy?

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Professions FAQ

Should I take my pension as a lump sum or monthly benefit?

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Professions FAQ

What makes airline pilot financial planning different from standard wealth management?

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Further Learning

Women & Wealth Article

Beyond Business Growth: Wealth Planning for Women Founders

Many women founders face a three-way financial pull. Learn how to help protect personal wealth, optimize taxes, and plan your business exit — all at once.

Estate Planning Article

Illinois Estate Tax: What High-Net-Worth Families Need To Know

Illinois’ $4 million estate tax exemption, far below the $15 million federal threshold, can expose high-net-worth families to unexpected state tax bills without proactive planning.

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

Investment Management Article

Financial Planning Is a Prerequisite to Successful Investing

At Mercer Advisors, financial planning often serves as the starting point for investing decisions. It is the foundation of our evidence-based investing principles.

About Mercer Advisors

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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

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