Our Services

Services That Align with Your Goals

Your experience at Merrigan Financial Strategies is important to us. You can expect the highest level of service:

Integrate your financial portfolio with your estate plan and tax situation.
Optimize your strategy to maximize the likelihood of reaching your goals.
Monitor your investment portfolio and keep you informed throughout the year.
Adjust your plan as needed to stay on the most efficient path towards your goals.

We Promise: Accessibility & Continuity

You will always be able to reach us directly and you can feel confident knowing you have a Merrigan on your side to help you navigate every life transition.

Accumulation

Accumulation planning addresses an individual’s investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance.

Risk Management

Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health.

Portfolio Management

Portfolio management involves selecting and monitoring the type and mix of investments to achieve a specific financial goal.

Tax Planning

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability.

Retirement Planning

Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle.

Estate Planning

Estate planning creates a master plan for the management of your property during life and the distribution of that property at death.

Connect With Us

Schedule a call today to see if we are a good fit.

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