ASK MERRIMAN

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.

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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 clients sure do know how to live fully!

Dec 13, 2022

We are so delighted to share some amazing visual stories of our client families LIVING FULLY! We asked you to share and you answered – with wonderful images of you living your dreams.

Security Tips When Choosing a New Home

Aug 30, 2022

Property crime is much more rampant in the US than violent crime. Here are some of the top security investments you can make when moving to a new residence and the best security features to look for in a new house.

Financial Planning Items to Consider When Your Child Turns 18

Jun 28, 2022

Turning 18 is a big milestone! There are some financial planning items you should be thinking about when supporting your now adult child to set you both up for success.

Employee Spotlight | Washington Trail Association Volunteering

Apr 19, 2022

At Merriman we love giving back to our communities, whether that be in charitable donation matching dollars or using our individual allotment of volunteer hours. And in some instances, it also allows a group of us to enjoy a volunteer experience together.

City of Tacoma Employees: Buy-Up Long-Term Disability Insurance Benefit

Starting Monday, January 11 through Friday, January 29, eligible City of Tacoma employees have an opportunity to buy affordable additional long-term disability insurance coverage through the City. While this benefit may not sound too exciting, it represents essential insurance coverage that you should consider.