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.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Here are five facts about Social Security that are important to keep in mind.
To choose a plan, it’s important to ask yourself four key questions.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making the most of surprises is a great reason to work with us.
There are hundreds of ETFs available. Should you invest in them?
Here’s a quick guide to checking to see if you have unclaimed money.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In the world of finance, the effects of the "confidence gap" can be especially apparent.