Mergent group was created out of necessity. People want real guidance, helping make the decisions that affect them financially.
We cover four simple areas: Cash Flow Management, Investment Positioning, Tax Planning**, and Estate Preservation. All aspects of business and personal wealth oversight are covered in these simple concepts.
We are navigators, not product pushers. Planning is not a one time event, it is a multi-faceted process with small unique elements. Take the step to answer the "just what do I need to do" question.
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