Integrated Services
Holistic Advice Tailored To Individual Needs
Since 1987, Asset Planning Services has been providing Merck* clients with practical and broad-based holistic financial guidance. Solutions are tailored to your individual objectives, personal goals, habits, dynamics and financial experience. We develop a unique strategy to help guide you towards your goals, while seeking to help reduce the worry along the way. A holistic approach aggregates multiple resources and disciplines: financial planning, employee benefits planning, risk management, tax planning, investment planning, and estate planning.
Financial Planning
Financial Planning is the core component of our Wealth Management Services and seeks to balance resources with consumption and adequate wealth accumulation.
Employee Benefits Planning
Employee Benefits Planning seeks to maximize the benefits available to you during and after your working years.
Risk Management
Risk Management seeks to preserve your financial assets during impactful life events.
Tax Planning
Tax Planning seeks to minimize federal and state income tax liabilities compliant with tax laws.
Investment Planning
Investment Planning seeks to grow and preserve your financial assets independent of your income.
Estate Planning
Estate Planning seeks to arrange your assets in a manner that will ultimately provide distribution to whom you want and when you want, with the least amount of estate or inheritance tax.