We Do Three Things To
Optimize Your Financial Wellness:
First
We carefully study, analyze and comprehensively plan for your unique financial needs.
Second
We integrate your primary drivers of wealth - pension, stock options, 401(k), deferred compensation, etc. - into the rest of your personalized plan.
Third
We offer unbiased, independent and uncompromised advice. Today, tomorrow and well into retirement.
Are You a Merck Employee With a Pension Plan?
Download Our Pension Plan Guide
Our Comprehensive Solutions Include
- Financial Planning
- Wealth Management
- Benefits Planning
- Employment Transitions
- Retirement & Social Security Planning
- Tax Planning
- Investment Management
- Estate Planning
- Risk Management
Discover What We Can Do For You
Navigating Your Compensation & Benefits
In addition to the comprehensive solutions offered to all of our clients, our advisors collectively have over two decades experience helping Merck and other pharmaceutical executives understand and optimize their employer-sponsored benefits including:
-
Qualified Pension
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Supplemental Pension
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Cash Balance Pension
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401(k)
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RSU | PSU | NQSO
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Deferred Compensation
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Flex Benefits
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Employment Transitions
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Organon Transitions
DID YOU KNOW?
Vanguard research shows an advisor can add:
- 1% to 2% in net investment return with behavioral coaching
- 0.75% in net return by selecting the right account types
Direction determines destination.