Services
Services
To help you achieve your life vision, we offer a spectrum of financial products and services. Among other alternatives, we may recommend:
Business Planning
Employee Benefits Planning
Retirement Plans
Buy Sell Strategies
Business Continuation Planning
Salary Continuation
Deferred Compensation Plans
Deferred Compensation Alternatives
Executive Benefit Planning
Section 162 Plans
Executive Bonus Plus
Executive Bonus
Disability Planning
Succession Planning
Estate Planning
Conservation of Estate Assets Through Planning
Tax Planning Strategies
Estate Overview/Protection of Estate Growth & Taxes
Charitable Gifting Options
Family Limited Partnership
Business Succession
Personal Planning
Fee Based Financial Planning
Personal Financial Needs Analysis
Retirement Planning
Investment Products and Services
Tax Planning Concepts
Life Insurance
College Funding
Disability Insurance
Health Insurance
Asset Allocation Review
Estate Planning
Wealth Transfer
Income Strategies
Long Term Care Insurance
Investment Products & Services
Stocks and Bonds
Mutual Funds 1
IRAs, Roth IRAs
Fixed and Variable Annuities
529 College Funds 2
Insurance 3
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@merkel-inc.com | (614) 481-4455