×
Join The Community
Stay Up to Date on News, Information, and Announcements
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
How Life Insurance Supports Multi-Generational Business Succession
Passing a family business from one generation to the next is rarely simple. It requires balancing liquidity, control, and fairness — three competing priorities that often collide when ownership changes hands. Estate taxes, family dynamics, and illiquid assets can all...
Advanced Life Insurance Design: Beyond Whole Life vs. IUL
For decades, the life insurance conversation has often been framed as a binary choice: whole life versus indexed universal life (IUL). Both have passionate advocates, both have critics, and both can serve meaningful purposes in the right context. But when you’re an...
Year-End Checklist for High-Income Earners Using Life Insurance
As the year winds down, high-income earners often turn their attention to last-minute tax planning and financial clean-up. While charitable contributions and retirement plan funding typically top the list, one powerful planning tool is often overlooked — life...
Spousal Lifetime Access Trust: Gifting Without Giving it All Away
When most people think of gifting assets to reduce their taxable estate, they assume those assets are gone forever - out of reach for good. But what if there were a way to remove assets from your estate while preserving some indirect access to them? That’s where a...
Using Life Insurance to Protect Retained Earnings in a Closely Held Corporation
Closely held corporations often retain earnings rather than distribute them, aiming to reinvest in growth or strengthen the balance sheet. But while this strategy can build enterprise value, it also introduces significant risk. What happens to those retained earnings...
Buy-Sell Agreements: Why Life Insurance Is the Smartest Funding Option
When it comes to safeguarding the future of a privately held business, few tools are as critical - or as overlooked - as the buy-sell agreement. These legally binding contracts ensure a smooth transition of ownership upon the death, disability, or retirement of an...
