Broker Check

8100 Penn Avenue South
Suite 175
Bloomington, MN 55431

Jim Mertz

(952) 831-5660

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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."

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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.  

Helpful Content

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Estate Management 101

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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

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Yours, Mine and Ours: Estate Strategies for Second Marriages

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Protect yourself against the damage that your homeowners policy doesn’t cover.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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