home of the Retirement 360° Game Plan™


Wednesday, 10/05/2022

HOW TO PREVENT INFLATION & TAXES FROM DESTROYING YOUR RETIREMENT @ 6:30pm

Ruth's Chris Steakhouse
Kaden Tower - 16th Floor, 6100 Dutchmans Ln, Louisville, KY 40205

Wednesday, 10/05/2022
HOW TO PREVENT INFLATION & TAXES FROM DESTROYING YOUR RETIREMENT

Thursday, 10/13/2022

HOW TO PREVENT INFLATION & TAXES FROM DESTROYING YOUR RETIREMENT @ 6:30pm

Ruth's Chris Steakhouse
Kaden Tower - 16th Floor, 6100 Dutchmans Ln, Louisville, KY 40205

Thursday, 10/13/2022
HOW TO PREVENT INFLATION & TAXES FROM DESTROYING YOUR RETIREMENT

Welcome to
Mercurio
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Advisors

Every family needs a reliable partner rooting for their success. When it comes to your retirement, you need a licensed professional on your side to help you understand everything you need to know. The Mercurio Wealth Advisors are your coaches committed to seeing you win.

To help you reach your retirement goals, we work with you to build a RETIREMENT 360° GAME PLAN™ perfectly suited to your needs.

We look at your entire financial picture and provide an all-encompassing strategy that brings together all the players — advisors, estate attorneys, Medicare specialists, and tax attorneys — to help you create a more confident future.

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Planning for retirement can seem like a daunting task, but it doesn’t have to be! Our Retirement 360° Bundle can help break down the different facets of retirement into four pieces. Fill out the form below for your Retirement 360° Bundle today:

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Mercurio Wealth Advisors is a registered investment advisory firm located in Louisville, Kentucky. Mercurio Wealth Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Mercurio Wealth Advisors’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Mercurio Wealth Advisors’ web site on the Internet should not be construed by any consumer and/or prospective client as Mercurio Wealth Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Mercurio Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Mercurio Wealth Advisors, please contact the state securities regulators for those states in which Mercurio Wealth Advisors maintains a registration filing. A copy of Mercurio Wealth Advisors’ current written disclosure statement discussing Mercurio Wealth Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Mercurio Wealth Advisors upon written request. Mercurio Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Mercurio Wealth Advisors’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Mercurio Insurance Services and individually licensed and appointed insurance agents.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.

The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances.

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