Full Range Of Services
CLARITY = Knowing where you are and where you are going.
Successful life planning involves more than a typical financial or retirement plan can deliver. Successful life planning requires a comprehensive look at your personal life, your business and your finances. Based on real-world proven techniques, our experts help you build a life plan so you can live the lifestyle you desire today… and continue that lifestyle into retirement.
"… if I said I wanted to have it, they gave me a plan
to do it
and I've done it." — Dr. James DeFinnis
Two-day planning session with a Certified Financial Planner™ includes:
- Vision casting and life calendar planning
- Goal clarification and prioritization
- Asset and liability analysis
- Cash flow and spending plan
- Savings plan
- Debt elimination plan
- Investment education and portfolio analysis
- Tax planning review
- Retirement plan review
- Risk management and insurance review
- Estate planning review
- Children's education plan
- Written comprehensive life plan
Also includes regular performance reviews, plan updates and ongoing support.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
