In Your 40s and 50s
Meet and Exceed Your Financial Goals
In your 40s and 50s, the things that kept you busy earlier in life have changed—your responsibilities, your career, and your family.
Your children may be more independent but your parents may be relying on you more. As you’ve climbed the career ladder, your success has grown and so has your financial complexity. You’re looking for a financial advisor who has the expertise to handle your wealth while providing wise counsel as you navigate life decisions.
"I stand by my decision to become and remain a Merriman client." –Jason Horwege
Where You Are
Where You Could Be
How We Get You There
Tax-aware management of highly appreciated stock positions
Support in preparing a comprehensive estate plan including wills, Powers of Attorney, and Healthcare Directives
Proactive tax planning for complex compensation structures
Pre- and post-sales tax planning and investment strategies to offset the tax bill
Cost-effective insurance that protects what is yours
Access to proprietary investment strategies and funds
FDIC-insured, high-yield cash management accounts
Charitable giving through Donor-Advised Funds
Securities-based lending solutions
Start living the life you want with the help of a trusted financial advisor.
At Merriman, we help you make informed decisions that set you financially free with the right education, tools, and advice. With us as your trusted partner, you know you’ll have the freedom of choice to do what you love and be able to look forward to your future.
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