Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Mercer Putney Financial Advisors uses a widely accepted Six-Step financial planning process: Discover, Evaluate, Analyze, Create, Implement, and Monitor.
Transitions are a part of life. The help of a professional financial guide allows you to understand your options even during the most difficult of times.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you have causes that you want to support with donations? Here are three tips.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a quick guide to checking to see if you have unclaimed money.