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Your financial freedom is our mission

EXPERIENCE

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

SIX-STEP PROCESS

Mercer Putney Financial Advisors uses a widely accepted Six-Step financial planning process: Discover, Evaluate, Analyze, Create, Implement, and Monitor.

LIFE TRANSITIONS

Transitions are a part of life. The help of a professional financial guide allows you to understand your options even during the most difficult of times.

Helpful Content

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Retirement Plan Distributions

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

Tax Management Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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