Jason Mericle:    1-800-ADVISER ext. 1012             Newport Beach, California 

   
 
Tax & Financial  Group

Jason Mericle, 
RIA


Office:
4001 MacArthur Blvd
Suite 300
Newport Beach, California, 92660

1-800-ADVISER ext. 1012
Phone: (949) 223-8224
    Services Available:
    Financial Planning 
    Insurance 
    Money Management 
    Taxes 
    CPAs 

    100% Independent
    100% Objective

     

Ask Jason By E-Mail
Click here
E-mail Now!

 

Call Jason at
1-800-ADVISER
ext. 1012

Overview 

Tax and Financial Group provides an integrated tax and financial planning strategy to every client based on an individual's specific needs. When you become a client, we concentrate on your specific goals and objectives, whether they are personal, family or business-related. We review all of the elements such as investment portfolio and insurance coverage that will affect the management of your assets. Tax implications are considered. 

Available Services
Financial Planning Services
Financial planning services are available based upon your specific financial situation and objectives. Services available include: asset allocation strategies, cash flow planning, retirement planning, educational funding planning, stock option exercise planning and recommendations summaries.

Portfolio Management
We begin the portfolio management process by establishing an investment policy statement that describes your goals and investment objectives. We analyze your assets and liabilities and review your cash flow requirements. We evaluate and monitor your investments and risk tolerance. We then recommend an asset allocation strategy. Once agreed, we implement and then monitor a portfolio strategy. 
Additional Information
References
References are supplied based upon the specific type of service you are looking for. 
Account Minimums 
None.
Work Hours & Response Time
Regular Office Hours are from 8 to 5 (Pacific), Monday through Friday; will respond daily.
Pricing and Fees
Fees are based upon the specific service you desire. In general, our fees for comprehensive financial planning services range from $2,000 to $5,000. Portfolio management fees are charged based upon a percentage of assets. 

 Call Jason Mericle at 1-800-ADVISER ext. 1012


Click Here to go Back to the 1-800-ADVISER Directory Search

Home

Money

Stocks

Funds

Bonds

Retirement

401(k)/403(b)

Research

Clients

Copyright  2000. The Independent Adviser Corporation.  All rights reserved.
Privacy policy   This site is best viewed by Microsoft's Internet Explorer and Netscape's Communicator.