Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education. It may help your business be better prepared in the event of the death of a principal or key employee. Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community. This calculator estimates your chances of becoming disabled and your potential need for disability insurance. Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community. This calculator estimates your chances of becoming disabled and your potential need for disability insurance. Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Services
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We specialize in creating an approach that is designed to address your individual situation. Joy Merrill, our Personal Risk Manager can help you with home, flood, auto and marine insurance.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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