Our Services
MERC Capital's core belief is that every aspect of one's life is generally dictated by the ability to provide for one's future. Whether you are jointly or personally concerned with educating your children or grandchildren, paying estate or personal taxes, providing a financial legacy for your heirs, preserving your finances for your golden years, preparing for an unplanned disability or long-term care needs...each stage of your life requires careful, thoughtful financial planning.
It is our intent to carefully review and integrate each financial portfolio with an effective estate and tax strategy, designed to help maximize an individual's wealth potential. At MERC Capital we make it a point to know each of our clients personally so that we can properly develop a personal comprehensive wealth management program.
Please review our list of financial services below, designed to help you achieve your personal financial goals.
- Retirement Planning
- Estate Planning
- Education Planning
- Financial Plans
- Tax Strategies
- Annuities
- Insurance/Long-Term Care
- 401(K) Management
- IRA's
- Seminars
We offer a free initial consultation, with no obligation. If you have a typical or unique financial planning issue or require a wealth management consultation, please do not hesitate to contact us at 410-902-0000 or rmercado@merc-capital.com