Services

Today’s dynamic and complex financial markets present a challenge for most people who lack the time and resources needed to effectively manage and optimize their investments. At Merrick Financial Group, we work with our clients to develop a long-term investment strategy tailored to their specific needs, objectives and risk profile.

Life Insurance can be the most cost efficient way to help create an instant estate for surviving family members who rely heavily on the income from one or both of the breadwinners to meet their lifestyle needs. As part of financial review, we perform an analysis to help you determine how much life insurance you may need to supplement your employer-provided life insurance benefits to cover your specific needs

The rising cost of a college education has an increasing number of families struggling to properly allocate resources so they don’t compete with other critical financial goals. In our College Planning approach, we will work with you to establish realistic college savings goals

Failing to properly plan your estate can cause unintended consequences for the very people it is intended to benefit, and, in many cases, it can create significant hardships for your surviving family members. Our professionals help you to understand the benefits of planning your estate and then work with estate planning experts to help you devise a plan based on your family’s needs.