WELCOME TO MERTZ WEALTH STRATEGIES, A FINANCIAL ADVICE CENTER.
We believe great advice comes from individuals, not large companies.
6 year Five Star Wealth Manager award winner.
Mertz Wealth Strategies Inc. is a comprehensive retirement planning firm. We combine our knowledge of investments with our knowledge of the income tax laws to help protect and grow your money efficiently.*
"It is not what you earn, but what you keep that matters."
Our mission is to help create and maintain wealth for our clients through long-term, effective, asset management. We will build client relationships based on trust, competent professional service, continual communication, and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals, and keeping them informed of the process and achievement of the goals.
We have equipped our business with quality financial services technology and utilize our capabilities to the fullest. These investments in our business have allowed us to give our clients intensely personalized asset analysis, asset allocation, and investment services. Our success is based on research and personalized service. It is for these reasons that new clients come to us and current clients stay with us.
Thank you for visiting our virtual office. If you’d like a face-to-face, no-obligation appointment to see what we can do for you, please give us a call at 952-831-5660 or contact Jim at Jim@mertzwealth.com.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA www.finra.org / SIPC www.sipc.org.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
How literate are you when it comes to your finances? Brush up with these five basics.
A four-step framework for building a personal legacy.
There are four very good reasons to start investing. Do you know what they are?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: Right Now.
How do the markets usually react to elections? Was the 2016 election any different?
Making the most of surprises is a great reason to work with us.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know these three personal finance sayings?
Do you know how to set up your financial goals for success? This knight does.