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 customized 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.

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Employee Benefits Planning

Employee Benefits Planning seeks to maximize the benefits available to you during and after your working years.

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Risk Management

Risk Management seeks to preserve your financial assets during impactful life events.

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Tax Planning

Tax Planning seeks to minimize federal and state income tax liabilities compliant with tax laws.

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Investment Planning

Investment Planning seeks to grow and preserve your financial assets independent of your income.

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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.

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