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.

Washington GET Changes: Should you DreamAhead?

If you purchased any GET units prior to July 2015, you have an opportunity to roll those shares over, into the state’s new 529 plan, DreamAhead. The rollover offers those with GET credits to increase their current value. Is it right for you?

read more



Charitable Giving