ASK MERRIMAN

question_markDo 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.

Please note: If you are a client of Merriman, do not use this form for any communications about your account. Any communication of that nature will not get to the proper person if it is submitted here.

Merriman’s Guide to Social Security and Medicare

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.

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When Your Will Isn’t Enough

End of life matters aren’t something we generally want to discuss, but doing so can greatly ease the stress of your loved ones during a difficult time. Use this checklist to state your intentions!

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Charitable Giving

What JJ Watt Teaches us About Philanthropy

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.

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