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 Enhances Executive Bonus Plans
In today’s competitive talent landscape, business owners and executives are constantly searching for ways to attract, retain, and reward key employees. Traditional bonus structures and equity incentives may offer short-term motivation, but they often fall short in...
How Successful Business Owners Can Use Life Insurance to Reduce Taxes
If you're a successful business owner earning $700,000 or more in annual income, you’re likely aware of just how punishing the tax code can be. Despite maxing out retirement plans and leveraging deductions where possible, high-income business owners often hit a wall:...
Common Life Insurance Policy Riders
Life insurance policy riders are add-ons to a life insurance policy at issue. The best way to think of a rider is they are like an option for your car. For instance, you have a base model car. Then, for an additional cost, you can add options. Options may include an...
What is a Term Life Insurance Conversion?
A term life insurance conversion allows a policy owner to convert their existing term insurance to a permanent life insurance policy. Term life insurance is the most common form of life insurance individuals own. It is useful for providing family protection, buy-sell...
Guidelines for Transferring Business Owned Life Insurance
There are several reasons a business may want to transfer ownership of a corporate-owned life insurance policy to an individual. Perhaps a business owner is selling their company and would like to keep the policy for their individual planning. Maybe it is an employee...
The 4-Step Formula for Choosing the Right Term Life Insurance Policy
In the world of life insurance – term life insurance is the easiest to understand and it is the type of coverage most people need. Term life insurance is designed to provide coverage for a predetermined period of time. You decide how long you want the coverage to last...
