Get Started
01
Intro Phone Call
The first step is a 15-minute phone call where we introduce ourselves, learn more about you, and gather basic information to establish our possible relationship for the future.
02
In-Person / Zoom Meeting
This is a 1-hour meeting where we meet via Zoom, phone, or at our office.
During this meeting, we will begin by learning more about you and your goals. We will then discuss our financial planning process and our investment philosophy.
03
Begin Relationship
Congratulations! This is where you become a Mercury Capital client! This is also where we begin to start transitioning all of your accounts to work more in harmony with each other. Gathering data is not always people’s favorite pastime, but we do our best to keep it both comprehensive and concise.
04
Financial Plan
After the planning meeting, if you choose to work with our amazing team, you will receive paperwork to set-up the account(s) discussed/agreed upon via DocuSign. After completing the account building process, a follow-up meeting, via Zoom or in office, to review your financial plan will be scheduled.
05
Ongoing Meetings
Circumstances and life change rapidly, this can affect your plan. For this reason, we find it incredibly important to schedule regular strategy sessions where we can review your goals and ensure you remain on track.
Planning
A good life plan is informed by financial considerations. After all, the money you have access to determines the decisions you’re able to make in life. Learn about some of the ways you can protect your future.
Long-Term Care Insurance
As people age, they become more likely to experience all kinds of health problems that necessitate long-term care. This form of insurance is designed to protect you and your family from the difficult, continuous financial burden this long-term care can represent.
Disability Insurance
Long-term conditions can hamper your ability to earn an income. Disability insurance is designed to provide compensation in the event that injury or illness keeps you from work. Typically, it offers a percentage of the wages you would have earned.
Life Insurance
There are few things as devastating as a loss in the family. Life insurance is designed to provide compensation for your loved ones when you’re gone, helping them pay for funeral expenses. It can also help your loved ones maintain their quality of life.
Financial Planning & Taxes
When planning your financial future, it’s also useful to consider tax efficiency. While everyone needs to pay their fair share, there are ways to make sure you’re not overpaying.
Estate Planning
No one wants to think about their passing, but it’s important to do so to take care of your loved ones. Estate planning allows you to determine who should get the things you leave behind. Essentially, it allows you to plan your legacy.
Are You Looking for a Financial Advisor?
You’ve come to the right place. At Mercury Capital, we always keep our eye on the ultimate goal: helping clients make financial decisions that empower the rest of their lives.
Whether you’re ready to work with a financial advisor or you have some questions you’d like to ask first, please don’t hesitate to contact us.
Disability Insurance
It’s easy to think of disability as something that happens to other people, but there are all kinds of situations that could put you out of work. Although illnesses and accidents can’t be predicted ahead of time, you can prepare for them.
What Is Disability Insurance?
In the event of illness or an accident, disability insurance helps you. It provides compensation designed to replace a certain percentage of your income when you’re not working.
It’s important to note that disability goes far beyond the catastrophic conditions people typically envision. Depending on your policy, you could receive compensation for everything from mental health issues to maternity.
There are also many different kinds of disability insurance. One of the most important distinctions determines how long you receive coverage:
- Short term disability insurance is typically designed to provide coverage for up to six months.
- Long term disability insurance is designed to provide coverage for much longer periods, sometimes until you reach retirement age.
Why Disability Insurance Is Important
There’s a 43% chance that people between the ages of 40 and 65 will experience a disability of at least 90 days. When life planning, disability insurance allows you to rest easy knowing that being put out of work won’t wreck your financial future.
Looking for a Financial Advisor?
Mercury Capital is here for you. We have the expertise you need to sort through all the options available on the market and find the best one(s) for you.
Do you have any questions about what we can do for you? Would you like to get started with a financial advisor? Either way, we’re happy to hear from you.