About

Wealth Management for Affluent Clients

Areas of Expertise

Portfolio Allocation/Wealth Management
•Professional Money Management
•Investment Recommendations for your 401(k) or other retirement plan
•Assistance with College Savings Plans
•Pre-Retirement Investment Planning
•Managing Money during Retirement including Retirement Plan Distributions
•Retirement Plan Distributions due to a job change, job loss or early retirement option
•Assistance with estate and tax planning issues
•Long Term Care and other Insurance related needs

Professional Affiliations

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www.william.mertins.sarep.com