Our Clients

At Mercury Financial Group, we work with wealth advisors across the nation to identify effective planning strategies for their high net worth and ultra-high net worth clients. We understand that the wealth management process for affluent clients can sometimes be challenging. That’s why our Planning Specialists work closely with advisors to provide comprehensive wealth management strategies to fit each of their client’s specific needs. When collaborating with Mercury Financial Group, your clients will be provided with the support and expertise needed to deepen relationships by helping your clients achieve their wealth management goals.

Because we focus solely on wealth advisory issues, our Planning Specialists remain knowledgeable in the latest tools and techniques that increase value for your clients in key areas of wealth management such as estate planning, wealth structure, insurance coverage, retirement planning, business planning and charitable giving.

Financial Advisors inspired Mercury Financial Group’s creation when we were founded in 2004. Since then, we have built lasting partnerships with our financial advisor partners and have become their go-to source when their clients need advanced wealth planning.

Major Wall Street Firms know Mercury as a trusted advanced planning source for their high net worth clients. Family Offices, accounting & benefit firms call on us as trusted experts in wealth management strategies customized specifically for high net worth individuals and families, business owners and corporate executives.

INSIGHTS

The Mercury Blog

Q&A: Life Insurance and Estate Planning

Expert Bruce Rothbard, CLU®, ChFC® answers questions on incorporating life insurance into estate plans How is life insurance utilized as an estate planning tool? Because both federal and state estate tax laws are ever-changing, liquidity is essential for HNW clients....
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Advanced Strategy Spotlight: Leveraged B Trust

How life insurance can help increase value and allow more assets to pass to heirs What is a B Trust? A “B Trust” (or Credit Shelter Trust) is a common estate planning technique describing a trust designed to make maximum use of the estate tax exemption available. It...
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Success Story: Split Funded Defined Benefit Plans

SFDB Plan Success Story Highlights The clients made a $641,000 contribution gaining a $289,000 tax savings (45% tax bracket). The plan added $1.5 million of life insurance coverage. The financial advisor will receive at least $381,000 of new AUM each year for the life...
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