Make sure your professional team is working hard for you.
Don’t let the trap of ‘paralysis by analysis’ keep you stuck. At Merriman, we help create tangible goals and plans…and that’s why our clients love us.
At Merriman, we’re more than just Google…and that’s why our clients love us
Have you ever heard the proverb about the cobbler’s children? It essentially states that the cobbler’s children, although surrounded by well-made shoes, have the most worn out shoes. Or that doctors are the worst patients? The same can be said for wealth advisors.
Each part of the wealth management process presents potential challenges. Merriman helps solve these challenges with the help of a professional team of advisors, researchers, and operations staff, with the client services department acting as the glue that holds it all together.
Want a new car, a second home and to pay off your debt? Read Wealth Advisor Aimee Butler’s article to learn how to prioritize your goals!
It’s true, not all CFP® professionals are created equal. This article discusses why you might want to seek out a CFP® and some common differences to help you in your search. It’s important to educate yourself on what financial planning really means and to ask a lot of questions before deciding who to hire.