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No One Plans to Fail, They Simply Fail to Plan
Do you have a retirement plan in place that is protected against market risk? Does your business have a succession plan? Are you protected from all personal and business liabilities? Do you have a college savings plan in place for your children? What would your family do if something were to happen to you? Do you have a contingency plan in place? You can buy the safest car seats for your children, try to provide them with the best education, and do your best to keep them as safe as possible at all times. But what if you aren't there. It's crucial to ask these uncomfortable questions so that they can be addressed before and not after. You insure your home, your cars, even your luggage while travelling. Isn't it time you insured yourself so that your loved ones can maintain a certain standard of living?
Our Story
Since 1987
Our team at The Merchant Group, has been dedicated to ensuring you and your loved ones can rest easy knowing that we're here to provide them with the best advice and excellent service. We strive to help our clients safeguard their businesses, accumulate wealth, maintain growth and transfer wealth to their heirs. We offer strategic planning with our attorneys to protect your hard earned wealth. We take personal interest in safeguarding your assets and ensuring we provide you the best way to help you become financially independent by taking the mystery out of the planning process. Simply put, your success is our success.