Financial Planning

Preserve and Maximize Your Wealth by Establishing the Plan That’s Right for You

As you face the challenge of preserving – and maximizing – your wealth, consider relying on Mercadien’s expertise. Regardless of how much you have in assets, you can feel confident about your short-term and long-term financial security.

Whether you:

  • Are concerned about outliving your savings
  • Want to take another look at your portfolio strategy
  • Seek to plan your estate
  • Are ready to sell your business

You can rely on Mercadien to address your objectives in these core areas:

  • Portfolio management
  • Integrated tax and investment planning
  • Retirement planning
  • Estate and gift planning

Every strategy we create – from investment solutions for your working years to an estate plan that maximizes the asset left behind – is shaped be an in-depth evaluation of your current and future needs. By keeping in mind your complete financial picture, we create a realistic plan that offers you peace of mind.