The Merrick Way

^{The Merrick Way}You know the job,
We know the planning
that goes with it.

Education, a coordinated financial plan,
and personal service through every stage.

Request a Complimentary Review

A planning relationship built around your life.

Understanding the job

We take time to understand
your service, goals and
unique situation.

Education first

We provide clear, practical
education so you can make
confident decisions.

The whole plan

We look at all the pieces
together to create a coordinated
financial plan.

Personal service

You get a dedicated team
that knows you and is
responsive year-round.

Continued preparation

We help you stay prepared
as your life and the economic
environment change.

Life after the job

We support you as you transition
into retirement and through
what comes next.

The Four Checks

Four Checks. One Comprehensive Plan.

Your pension is the starting point.
What will the rest of your retirement income look like?

Explore four potential sources of retirement income within an individualized plan.

Discuss My Retirement Income ›

Four income sources are not guaranteed.

Bring your questions. Let’s connect the pieces.

1

Start with your life.

We’ll learn about your goals, timeline and priorities.

2

Look at the pieces together.

We’ll review your full financial picture in a clear, coordinated way.

3

Identify your next steps.

You’ll leave with greater clarity and a plan for what comes next.

You have served others.
Make time to plan for your future.

Request a complimentary review

Call 516-868-0044

Merrick Financial Group

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC, Advisory Services offered through Cetera Investment Advisors LLC,
a registered investment adviser. Cetera is under separate ownership from any other named entity.

The Merrick WayYou know the job,We know the planningthat goes with it.