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Personal Solutions

Personalized Financial Solutions that Fit Your Life

Much of the financial industry is product-focused, offering the same predesigned solutions to people with a variety of different financial circumstances. But at Merlin Insurance & Financial Services, we believe in fitting our solutions to your needs—not the other way around. That’s why we focus on personalized financial plans and services that are customized to fit your individual circumstances and goals.

When you work with one of our financial advisors, we’ll get to know your personal situation, risk tolerance, goals, time horizon, and other important factors that influence your finances. By getting to know you better, we can serve you better, and design the ideal blueprint for your long-term financial plan.

Financial Plans beyond Retirement Planning

Your financial goals involve more than just retirement—though that’s obviously a big part of it. That’s why Merlin provides our clients with more comprehensive financial plans that encompass all of your financial goals, not just the ones after your last day of work. From growing your business to funding your kids’ college educations, from buying a bigger home to traveling to those places on your bucket list, our financial plans are designed around all of your goals.

We’ll help you strike a balance between meeting your immediate financial needs, achieving your short-term goals, and saving for those long-term ones like retirement and legacy planning. This financial balance can help you achieve peace of mind about today, and confidence in tomorrow.

Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  818-974-3644