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.

Fall Items to Check Off Your List

With fall right around the corner, take the time to revisit your retirement accounts, eligible tax deductions, beneficiary designations, and employer benefits to ensure that you’re set up for the start of next year.

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Charitable Giving

Start Small, Dream Big

After his diagnosis with ALS, former New Orleans Saints safety Steve Gleason committed to helping other ALS patients realize their dreams and live full lives. Learn more about his foundation’s work with a look at how the Merriman team has pitched in too.

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