For Business Owners, Families, and Individuals Pursuing Financial Success.
Our mission is to help you create, grow, and protect your most important assets.
For Business Owners, Families, and Individuals Pursuing Financial Success.
Our mission is to help you create, grow, and protect your most important assets.
TRUST
We are dedicated to helping our clients achieve the most optimal current and future planning results.
EXPERIENCE
By incorporating your current needs and future goals, we are able to recommend solutions focused on what’s most important to you.
INDEPENDENCE
We are consistently among the first to hear about new ideas and solutions that are both conservative and powerful – even though they may not be well known.
MERICLE & COMPANY
Mericle & Company is a boutique advisory firm focused on helping privately held business owners, professionals, families, and individuals create, grow, and protect their most important assets.
We specialize in providing everything from simple solutions to highly sophisticated tax and estate planning strategies. Our specialized solutions are streamlined to save you time and effort yet synthesized to address your specific needs.
Our approach is a tailored one, incorporating your current needs and futures goals with ideas to create a carefully designed plan focused on a solution based on your needs, wants, and wishes.
MERICLE & COMPANY
Mericle & Company is a boutique advisory firm focused on helping privately held business owners, professionals, families, and individuals create, grow, and protect their most important assets.
We specialize in providing everything from simple solutions to highly sophisticated tax and estate planning strategies. Our specialized solutions are streamlined to save you time and effort yet synthesized to address your specific needs.
Our approach is a tailored one, incorporating your current needs and futures goals with ideas to create a carefully designed plan focused on a solution based on your needs, wants, and wishes.
Our Process
Strategic Planning
By establishing priorities, understanding resources, and focusing energy – together we can develop a plan to achieve intended results.
Goals & Targets
We work with you to identify your current needs and future goals to identify the best solution for you, your family, and your business.
Proven Results
Ongoing maintenance and management is critical to achieving favorable results. Our process allows us to continually monitor and make changes with you.
With your trust and our experience, you have access to the information you need to make an informed decision.
From Our Blog
2019 Fingertip Tax Guide
The Tax Cuts and Jobs Act (TCJA) of 2017 had several provisions that affect individual taxpayers.
Many of these provisions are set to expire at the end of 2025, reverting back to pre-TCJA law.
The 2019 Fingertip Tax Guide reflects tax changes related to individuals, businesses, retirement plan contributions, and more.
Restricted Property Trust – A Tax Deductible Plan for Business Owners
A Restricted Property Trust is used by successful business owners to reduce income taxes and grow assets.
The ability to make Before Tax Contributions, Defer Taxes on Growth, and Access Tax Advantaged Distributions makes the Restricted Property Trust an attractive alternative to other employer-sponsored plans.
What the Tax Cuts and Jobs Act of 2017 Means For Privately Held Business Owners
The Tax Cuts and Jobs Act of 2017 was signed into law December 22, 2017, to benefit businesses, individual taxpayers, and families.
The primary beneficiaries of The Act are business owners of privately-held corporations and pass-through entities. As a result, most business owners now have more planning options.
2018 Whole Life Insurance Dividend Rate Annoucements
Most insurance companies have announced their 2018 whole life insurance dividend rate and payout for the upcoming year.
This years announcement is trending with continued declines in declared dividend rates for most companies. Some companies have made it easy to learn what the dividend rate will be for the upcoming year. Others, prefer to hide the information or just not publish it at all.
What Life Insurance Carriers Don’t Want You To Know When Your Mortality Is In Question
There are certain inevitabilities in life. Like it or not, one of them is death. When our own mortality comes into question there are always challenges and questions we must confront.
The goal of every insured with a permanent life insurance policy should be to die with as little money in their policy as possible.
The Definitive Guide To Split Dollar Life Insurance Arrangements
A Split Dollar Life Insurance Plan is a sophisticated strategy that can help with the payment of life insurance premiums for executive benefits and estate planning purposes.
Split Dollar can be a great tool for a company looking to provide additional benefits to key employees, or for individuals interested in minimizing gift tax for estate planning purposes.
