Disclosure:  Investing involves risk and investors may incur a profit or a loss. There is no guarantee that these statements, opinions and/or forecasts provided in this video will prove to be correct. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.  Every individual’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment decisions. For financial planning advice specific to your circumstances, talk to a qualified professional at Mercer Advisors.

The Flywheel Effect™

The Flywheel Effect™ is our proprietary process of helping make your financial life more simple and secure. A key tenet of our philosophy is that decisions made in non-investment areas of finance greatly impact the overall financial health, security and wealth building.

Decisions and choices made should gain momentum over time. This is the Flywheel Effect.

The issues and priorities related to personal finances are constantly changing, of course, but there are key life-stage moments where good decision-making is essential. Our comprehensive Flywheel program is designed to anticipate and address these key moments to help ensure the greatest overall financial impact for our clients.

Click to schedule an introductory call to determine how our Flywheel Effect can benefit your cash management, financial coordination and management decisions.