WELCOME TO MERTZ WEALTH STRATEGIES, A FINANCIAL ADVICE CENTER.
We believe great advice comes from individuals, not large companies.
9 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.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 Five Star Wealth Managers.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Understanding how a stock works is key to understanding your investments.
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A four-step framework for building a personal legacy.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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Savvy investors take the time to separate emotion from fact.