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Financial Planning Services
As your assets grow and your goals multiply, FirstMerit will help you create a comprehensive financial plan
that addresses the full breadth of your needs. Our specialists will assess your estate needs, asset allocations,
retirement planning and even create business succession plans. All of these experts will work together under
the guidance of your FirstMerit Advisor, so that a change in one element of your finances will automatically
and seamlessly lead to recommended adjustments in the others. At FirstMerit, you can be confident that your
financial plan will always mirror the goals and dreams that matter most to you.
Securities and Insurance products are:
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Business Succession Planning
Whether you want to keep your business in the family, sell
it to a partner, or put it on the market, FirstMerit can help you understand
your options and implement a realistic business succession plan. Our
detailed analysis will help you understand all the considerations
associated with the sale or transfer of your business assets.
Just as important, our vast experience will allow you to avoid
common roadblocks and ensure that your business will continue as you wish.
- Wealth Creation and Conservation Strategies
- Personal Planning for Senior Executives
- Retirement Planning
- Estate Plan Design
- Estate Tax Funding Alternatives
- Charitable Giving Strategies
- Trust Funding
- Buy/Sell Agreement Design and Funding
- Executive Compensation Strategies
- Corporate Liability Funding Alternatives
- Non-Qualified Benefit Planning
- Deferred Compensation
- Executive Bonus Arrangements
- Incentive Compensation Plans
- Supplemental Retirement Plans
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