The Mergan Group
At The Mergan Group, we believe that managing wealth is a process involving many personal decisions. Our experienced team is committed to working with you and your family at every stage of your financial life.
We begin by asking smart, tough questions and listening carefully to understand where your wealth stands today and where you want it to be in the future. Then, we can help you design and implement a wealth management approach tailored to your personal goals, priorities and aspirations. Throughout our relationship, we’ll work closely with you to align your financial strategies with changes in your life.
We welcome the opportunity to show you how we can work together to address the challenges and opportunities of wealth.
We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you're planning your retirement, saving to buy a home or fund a child's education, We start by getting to know you and how you feel about the following seven life priorities.
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
CPFA™, CPWA®, CRPC™
CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
