Welcome to Mericle & Company
Let’s Explore What We’re All About
Welcome to Mericle & Company
Let’s Explore What We’re All About

If your desire is to create, grow, and protect your most important assets, then you’re in the right place.

We have specialized knowledge and experience working with business owners and individuals that allows us to understand your specific concerns.

Our services are tailored to the needs of our clients – from basic concepts to advanced solutions.

By understanding our client’s needs, wants and wishes we are able to offer individualized services focused on forming a long-term partnership.

If your desire is to create, grow, and protect your most important assets, then you’re in the right place.

We have specialized knowledge and experience working with business owners and individuals that allows us to understand your specific concerns.

Our services are tailored to the needs of our clients – from basic concepts to advanced solutions.

By understanding our client’s needs, wants and wishes we are able to offer individualized services focused on forming a long-term partnership.

Our Services
Business Owners
And Their Companies

Tax Solutions

We have partnered with a unique team of professional advisors specializing in helping business owners significantly reduce taxes, protect assets, and create tax-favorable income. For business owners interested in mitigating $50,000 or more of income taxes, we have solutions for you.

Employer-Sponsored retirement Plans

For businesses interested in offering their employees a safe and secure way to save for retirement through an employer sponsored retirement plan, we can advise you on the best alternative for your needs. Whether your considering a SIMPLE IRA, 401(k), or a Cash Balance plan, we can provide you the guidance you need to make the right decision.

EmployeE Benefits

We are able to help guide business owners and/or their human resources department to design employee benefit plans that help recruit and retain your employees. Whether you’re considering offering health insurance benefits for the first time or interested in offering additional voluntary benefits, we are able to design a solution that works best for you.

Buy-SELL PLanning

Proper buy-sell planning provides an exit strategy for a business owner and their partners most commonly in the event of an unforeseen death or disability of an owner. When properly structured and funded, a buy-sell agreement can play a critical component for the continuity of a business result from an unforeseen circumstance.

NON-QUALIFIED DEFERRED COMPENSATION (NQDC)

For businesses with highly-compensated employees interested in providing additional benefits or in creating a way for those individuals to reduce their personal income taxes, we are able to design and implement executive compensation programs focused on helping the business and providing several benefits to its key employees.

EXIT STRATEGIES

Selling your business may be one of the most important decisions you’ll ever make. We work with business owners to help them eliminate taxes on the sale of highly appreciated assets – like a business or piece of real estate.
Individuals

FAMILY PROTECTION

Taking the steps to make sure your family will be financially secure for the rest of their lives is one of the most important decisions an individual can make. We work with most major insurance companies to make sure you get the life insurance coverage that is right for you.

Estate Planning

You’ve accumulated a lifetime of wealth, and now you’ve decided you’d rather leave a legacy instead of a tax bill. We have partnered with the nation’s best attorneys, trustees, and accountants to deliver best in class estate planning services.

Premium Financing

Premium financing allows affluent individuals to purchase life insurance using borrowed money to pay for premiums. Whether you’re considering this for estate tax purposes or supplemental income down the road, we work with both the bank and insurance company to design a plan that is best-suited for you.

Income Protection

Income protection is the process of insuring an individuals ability to continue to earn income resulting from a disabling event. This may be caused by an injuring, accident, or illness that prevents an individual from being able to perform their job at full capacity.

Long-Term Care

Seventy percent of people over the age of 65 will require some form of long-term care services during their lifetime. The average cost of nursing home care in the United States is approximately $85,000 per year. We provide individuals with access to coverage to help mitigate or eliminate the financial risk associated with a long-term care event.
Our Services
Business Owners
And Their Companies

Tax Solutions

We have partnered with a unique team of professional advisors specializing in helping business owners significantly reduce taxes, protect assets, and create tax-favorable income. For business owners interested in mitigating $50,000 or more of income taxes, we have solutions for you.

Retirement Plans

For businesses interested in offering their employees a safe and secure way to save for retirement through an employer sponsored retirement plan, we can advise you on the best alternative for your needs. Whether your considering a SIMPLE IRA, 401(k), or a Cash Balance plan, we can provide you the guidance you need to make the right decision.

Employee Benefits

We are able to help guide business owners and/or their human resources department to design employee benefit plans that help recruit and retain your employees. Whether you’re considering offering health insurance benefits for the first time or interested in offering additional voluntary benefits, we are able to design a solution that works best for you.

Buy-Sell Planning

Proper buy-sell planning provides an exit strategy for a business owner and their partners most commonly in the event of an unforeseen death or disability of an owner. When properly structured and funded, a buy-sell agreement can play a critical component for the continuity of a business result from an unforeseen circumstance.

NON-QUALIFIED DEFERRED COMPENSATION

For businesses with highly-compensated employees interested in providing additional benefits or in creating a way for those individuals to reduce their personal income taxes, we are able to design and implement executive compensation programs focused on helping the business and providing several benefits to its key employees.

EXIT STRATEGIES

Selling your business may be one of the most important decisions you’ll ever make. We work with business owners to help them eliminate taxes on the sale of highly appreciated assets – like a business or piece of real estate.
Individuals

FAMILY PROTECTION

Taking the steps to make sure your family will be financially secure for the rest of their lives is one of the most important decisions an individual can make. We work with most major insurance companies to make sure you get the life insurance coverage that is right for you.

Estate Planning

You’ve accumulated a lifetime of wealth, and now you’ve decided you’d rather leave a legacy instead of a tax bill. We have partnered with the nation’s best attorneys, trustees, and accountants to deliver best in class estate planning services.

Premium Financing

Premium financing allows affluent individuals to purchase life insurance using borrowed money to pay for premiums. Whether you’re considering this for estate tax purposes or supplemental income down the road, we work with both the bank and insurance company to design a plan that is best-suited for you.

Income Protection

Income protection is the process of insuring an individuals ability to continue to earn income resulting from a disabling event. This may be caused by an injuring, accident, or illness that prevents an individual from being able to perform their job at full capacity.

Long-Term Care

Seventy percent of people over the age of 65 will require some form of long-term care services during their lifetime. The average cost of nursing home care in the United States is approximately $85,000 per year. We provide individuals with access to coverage to help mitigate or eliminate the financial risk associated with a long-term care event.
Let’s Start A Conversation
Have a question? Are you interested in learning more about how Mericle & Company might be able help you? Let’s start a conversation.

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