At Merlin, we don’t try to fit your needs to an existing product. We build our services around your needs, customizing your financial plan to help you reach your goals. We get to know our clients on an individual basis so we can better assess your unique circumstances and find the right solutions to help you achieve balance and confidence in your financial life.

Our financial plans are built based on data gathering and analysis, and supported through the use of The Living Balance Sheet®. This revolutionary web/app-based technology provides our clients with real-time views into their personal or business balance sheet. Having access to this powerful program provides our clients the clarity to protect the things that matter most, and help achieve long-term financial success. As part of our services, Merlin Financial provides you with full access to this interactive web/app-based program.

The Living Balance Sheet® offers a new approach to financial decision making by organizing all aspects of your financial life into a single, up-to-date look at your financial picture. On your dashboard, you can view daily updates for all of your assets, liabilities, insurance, cash flow, and more. By consolidating all accounts and values into one location, we can help you take control of your finances and bring you one step closer to your financial goals.

With The Living Balance Sheet® as a central tool, we develop a financial plan that’s designed to help you protect the things that matter, preserve your existing assets, and grow your wealth for the future. We provide guidance on all aspects of your financial life, from insurance coverage to investing, budgeting, debt reduction, retirement planning, and more—all while keeping your individual goals, lifestyle, and family needs in mind.