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We view things differently. Financial planning is about more than your “number” or just saving up a big bucket of money.

We view ourselves like architects, creating an integrated plan for your future—for all of the things that will happen in a your rich and varied life.

You have multiple goals, each with a different time horizon. A plan for the future must address all of those goals. Let’s talk about a Merkel Financial Blueprint© that is personalized to fit your needs.