In Your 60s and Beyond
Focus on Your Financial Wellbeing
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
Where You Are
Where You Could Be
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
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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