Do you have questions about:
- Retirement planning?
- Investment selection?
- Social Security?
- Insurance Planning?
Use the form below to submit your question on these or any other topic relating to your financial life, and you’ll receive a personalized response from a member of our team.
In the meantime, check out our latest blog posts below and don’t forget to subscribe for education on various financial planning topics.
An important part of helping clients achieve their financial goals is helping them navigate questions and decisions around Social Security and Medicare. Whether it’s deciding when to start Social Security or applying for supplemental Medicare coverage, these decisions have a big impact on your financial situation and wellbeing. This book covers the ins and outs of these complex topics.read more
Do you need long-term care insurance? We get it, figuring out the different types of insurance is confusing. Read this article to learn about your options.read more
Football season is an exciting time of year for many of us here at Merriman. This week we take a look at the work JJ Watt, defensive end for the Houston Texans, has accomplished off the field. From funding for after-school sports programs, to raising millions for Hurricane Harvey relief, Watt is quite the inspiration.read more