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.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Healthy habits are one of the greatest gifts to give your child.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Your credit score may influence how much you pay for auto and home insurance.
Building wealth requires protection from the forces of wealth destruction.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When do you need a will? The answer is easy: Right Now.
Have you found yourself suddenly single? Here are 3 steps to take right now.