Get Retirement Ready from RightCapital on Vimeo.
President, Founder Meaningful Wealth Management LLC
I started my financial planning firm to help people that help people. I started working with Merck employees and the more I got to know their benefits, the more I wanted to help them avoid the pitfalls of this benefit. Despite its generosity, Merck's Cash Balance plan introduces a nuanced layer of complexity to financial planning that is best addressed as early as possible.
I hope you find value in the guide I've shared here. If you have specific questions about how to navigate your own financial situation, please utilize the calendar below to schedule a convenient time for us to connect.
-Brendan
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