Make sure your professional team is working hard for you.
We have also been hearing lots of questions from clients, prospects, friends, and family.
Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?
If you are worried about some of these things too, then click to learn more.
Do you have those things you know you should do but always find distractions to not complete them? We help hold our clients accountable…and that’s why our clients love us.
In the same way a personal trainer helps you get into shape, we encourage and motivate our clients to work towards their financial goals…and that’s why our clients love us.
Ever wish there was someone who liked tackling the things you enjoy least? At Merriman, we do just that. We shrink your financial to-do list…and that’s why our clients love us!
Want to feel more confident in your financial future? At Merriman, we help you determine your goals, set priorities and create an action plan…and that’s why our clients love us.
Do you have an innate sense of financial strategy, is this not one of your strengths, or are you somewhere in between? At Merriman, we help you validate your ideas and provide suggestions or alternatives to consider…and that’s why our clients love us.