We are excited to now be
a part of Mercer Advisors.

Your journey to financial independence is a series of carefully taken steps

McGee Wealth Management and Mercer Advisors together bring extensive experience to help clients manage their wealth. As a full-service wealth management firm, we can guide you in all aspects of your financial life. We have a network that provides comprehensive services integrating financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services to help you achieve your goals.

The powerful combination of McGee Wealth Management and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering. Learn more about these services here.

Questions? Contact us here.

Presented to Judith A. McGee, L.H.D., CFP®, ChFC®
Click here for award criteria and disclosures.

MWM Weekly Update

The Week of September 13, 2021
- read the latest update -

Annuities: Good, Bad, or Misunderstood?

Annuities can play an important role in your financial portfolio. You should review them in the context of your overall plan just as you would other financial solutions. Learn about common myths and misconceptions, and how you can determine if annuities have a place in your wealth plan.
- read more -- watch -

Medicare Deadlines Are Soon – What You Should Know

If you’re nearing age 65, you’ll need to have a plan for Medicare – even if you’re still working. Here are some basic facts about Medicare and why it’s critical that you don’t miss enrollment deadlines. There are many options available and choices you need to make regarding your care coverage, so it’s important to do research upfront before deciding and enrolling in Medicare.
- read more -- watch -
Presented to Judith A. McGee, L.H.D., CFP®, ChFC®
Click here for award criteria and disclosures.
Making Life a Richer Experience