Financial Planning and Investment Advising

Mercer Advisors helps thousands of health care clients around the country achieve financial success, security and freedom.

THE ECONOMIC FREEDOM PROGRAM®

Your road map to financial success with Mercer. This program includes:

  • Financial Planning - Determining your financial goals and the best way for you to reach them.
  • Investment Management - Creating a diversified portfolio through our scientifically designed Asset Optimization® program that matches your financial goals and risk tolerance.
  • Retirement Planning - Creating and managing a tax-advantaged savings plan for your individual or group practice and determining your ideal contribution level.
  • Estate Planning - Protecting your assets now and providing for their management if you are not able to manage them.

Creating your plan is just the beginning. Your plan is a living statement of your goals that adapts to changes in your life. That's why we sit down with you throughout the year, by telephone and in person, and keep your plan updated.

As a member of the Michigan Dental Association, we invite you to attend a Mercer educational lecture in your region. Mercer offers lectures specifically designed to help you plan for retirement, transition, children's education, living comfortably, and managing your portfolio in a volatile market.

The first goal of most doctors and their families is to get to Economic Freedom®: the day they can work because they want to, not because they have to, while still enjoying their desired lifestyle. Without a plan in place to reach Economic Freedom - and for most doctors, that plan must include at least one practice transition - doctors and their families live in some form of economic stress. It's not necessary. If you know you will reach your goals and that your practice will be taken care of, you can have peace of mind today. You can save, spend, invest, even take vacations without worry. This is living in Economic Freedom.

If all you've ever known is economic stress, the switch to living in Economic Freedom can be a revelation. Living in Economic Freedom lightens the heart and adds to your enjoyment of life right now.

*In consideration of these endorsements, Mercer has an agreement in place to contribute part of its management and training fees to the MDA. Additional information on this program is available upon request.

For more information, visit: www.merceradvisors.com, or call (800) 444-4143.

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