Money Management

At Merrill Financial Associates, we offer a wide array of services, and we work with you individually to manage your financial life and create long-term plans customized to your needs.
Accumulation

We work with you to find out how to target asset growth and the investment portfolio you should subscribe to, depending on your situation and goals.

Risk Management

Protecting your assets is key. Risk management includes diversifying your investments, planning for the long term, and following tactical investment strategies.

Estate Planning

Do you have a plan for your family and loved ones for the future? Estate planning involves tax minimization, living wills, and other planning needs, and it is crucial to financial strategies.

Taxation

We strive to help you minimize your taxes as much as possible. By working with a professional who understands the intimacies of taxation, you can implement tax-efficient investment philosophies.

Retirement Planning

Retirement is one of the most exciting—and often most intimidating—transitions in life. We help you target your distributions of assets in a tax-advantaged way so they can last.

Business Planning

We understand how complex it can be to run a business. We help you focus on what you love by clarifying the complex and helping grow and manage your business and finances.

Why should you hire someone to help manage your money? A majority of Americans with a financial advisor feel financially secure, while only 21% without an advisor can say the same.

We want to help you feel comfortable and confident with your finances, and our experts at Merrill Financial Associates have the necessary knowledge and resources to do the job.

Of the 54% of Americans who do not work with a financial advisor, 45% said that the main reason is that they don’t feel they can trust them.

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