For Business Owners, Families, and Individuals Pursuing Financial Success.

Our mission is to help you create, grow, and protect your most important assets.

Get Started Here

For Business Owners, Families, and Individuals Pursuing Financial Success.

Our mission is to help you create, grow, and protect your most important assets.

Get Started Here

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

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Strategic Planning

By establishing priorities, understanding resources, and focusing energy – together we can develop a plan to achieve intended results.

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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.

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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

What Are The Different Types of Life Insurance Policies?

May 4, 2022

Life insurance policies can be very simple or extremely complex given the circumstances. Much of this is a function of the type of policy and how it is being used.

Irrevocable Life Insurance Trust (ILIT) for Estate Planning

April 6, 2022

Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to reduce estate taxes and preserve your wealth.

What is a Life Insurance Retirement Plan (LIRP) and How Does it Work?

March 2, 2022

A Life Insurance Retirement Plan (or LIRP) is a tax-efficient way for individuals to save for retirement by providing income you can enjoy during your lifetime.

Premium Financing Life Insurance

February 2, 2022

Life insurance premium financing is the process of borrowing money from a third-party lender to pay for large life insurance premiums.

What is a Term Life Insurance Conversion?

January 5, 2022

A term life insurance conversion allows a policy owner to convert their existing term insurance to a permanent life insurance policy.

The Benefits of a Life Insurance 1035 Exchange

December 1, 2021

A life insurance 1035 Exchange is a tax-free transfer of policy values from a life insurance or annuity policy to a new policy. This allows policy owners to avoid taxation on policy gains from the old policy to the new policy. Section 1035 of the Internal Revenue...