In Your 60s and Beyond

Focus on Your Financial Wellbeing

When you’ve built your financial wealth and know how to manage it, retirement can be the ride of your life, like the people in this photo collage where an elderly woman smiles on a hike, an elderly couple is laughing with grandchildren on the beach, and an elderly couple exploring a map of the United Stages on their table.

When you’re approaching your late 60s, retirement is on the horizon or you’re already enjoying it.

You want to travel, spend time with grandchildren, make memories with family and friends, and do the things you love most. You’re also thinking about wealth transfer and how your legacy can make a positive impact on future generations. You want to work with a financial partner who will take the time to understand who you are and what matters most.


“I've almost completed my bucket list of trips thanks to Merriman.”
–Wendy Marsh, Client

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Where You Are

  • You’ve received basic retirement planning advice but don’t feel like you have the full picture of what retirement can and should look like. You wonder about long-term care planning and how best to maximize social security benefits. You also worry about outliving your money now that going back to work doesn’t feel like an option.
  • Your portfolio is invested for growth but now that you need monthly income, you worry that you’re taking too much risk. You’re also interested in learning more about wealth protection so that you don’t outlive your money.

Where You Could Be

  • You’re excited about the new opportunities your financial plan can provide and are grateful to have found an advisor who is willing to invest in getting to know you and provides an investment strategy that brings peace of mind.
  • You’re happy in retirement—you’ve downsized and moved closer to family, traveled the world, have a plan for later life care, set up trusts and investments for future generations, and worrying about money is the last thing on your mind.

How We Get You There


Investment strategies to provide monthly income from your savings


Recommendations for optimizing your social security and pension benefits


Assessments for Medicare and non-employer sponsored health care options


Support to get your legal and estate planning in order


Strategies for tax efficiently transferring wealth to the next generation


Processing your Required Minimum Distributions (RMDs)


Advice on gifting while living and choosing charitable giving strategies


Options for long-term care insurance


Collaborative planning to involve the next generation in charitable giving

Our friendly Financial Advisors have your back, like in this photo of a Wealth Advisor meeting with a older couple sitting in an elegant and private office.

We see to it that your wealth is managed and that you and your family are provided for.

At Merriman, we provide you with sound personal and financial advice. We show you the value of wealth management and how it can benefit your life now and in the future.


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