Jeffrey N. Mehler,CFP® LLC

Registered Investment Advisor
Financial Planning and Money Management

  • Investments
    We assist you in achieving your financial goals by carefully crafting your personal investment portfolio. Utilizing state of the art portfolio management software we monitor your portfolio to keep it working hard for you.

  • Retirement Planning
    To maintain your standard of living you will need about 80% of your pre-retirement income. For most, pensions and social security will need to be supplemented by personal savings to achieve financial independence. Together we will determine your needs, and help you stay the course to attain this goal. As retirement approaches we will develop an optimal method of distributing retirement accounts.

  • Estate Planning
    A well-crafted Estate Plan should direct your assets toward those you love and/or your favorite charities. Developing a sound plan can offer protection from estate tax rates that may reach 70%. While only a qualified attorney should draft the needed legal documents, we will help you understand your options while working with you and your attorney.

  • Tax Planning
    We concentrate on maximizing your overall after-tax financial gains, while taking advantage of the many opportunities for tax reduction. We will help you understand your options, and work with your tax accountant to minimize your tax bill.

  • Education Planning
    The cost of attending a private college is increasing faster than inflation. For parents, understanding the options available provides peace of mind and may reduce cash outlay. These options include: pre-paid tuition plans, financial aid, and hybrid approaches utilizing individual retirement accounts.

  • Asset and Income Protection
    No financial plan would be complete without considering insurance. Protection against financial loss can be achieved with careful utilization of life, disability, long-term care, homeowners, and automobile insurance. Remember, as fee-only advisers we have no insurance products to sell, nor do we represent any insurance companies.

  • Divorce Planning
    Separating or divorcing couples face a major life transition. It is likely the financial data on which settlements are based is unreliable. Working as a team with you, your attorney and other professionals we can help improve the accuracy of the financial information, and communication between everyone involved. In our experience better financial data, and communication leads to more favorable settlements in less time. Working with you we will explain your options, help you set priorities, and lead you through the hard choices before during, and after the settlement.