Retirement Planning

As a business owner, you have your eye on the future. You balance your company’s growth plan, company spending, and your employees’ well-being – all while working to improve your industry and your community. Don’t you wish you had a financial partner who could help you achieve those goals?

As your qualified retirement plan partner, First Merchants Private Wealth Advisors will provide you with a plan strategy custom-built for your business. Choose from a robust array of services designed to help you prosper while our attentive advisors provide conscientious guidance to help you reach your goals – and your employees to reach theirs. With our adaptive and conscientious approach, your retirement plan can grow and change with your business – so you’ll never need to second-guess your strategy.

When it comes to growing and protecting what you’ve built, you need access to a team that understands your goals, cares about your personal journey, and offers in-depth financial knowledge. That’s why First Merchants’ team approach ensures long-lasting relationships  between your employees and our group of professionals, so you always have access to the attention and expertise you deserve. 

By working with First Merchants, you connect with a network of financial professionals with your best interest in mind. We work in  conjunction with outside partners from the tax, accounting, and legal fields to protect what you built your lives on. We also ensure your  family and business relationships are as engaged in the conversation as you want and work to understand your evolving goals, allowing  a dynamic financial strategy that grows and changes with you and your business.  We understand each business and business owners financial needs are unique, and we are proud to create solutions together. With First Merchants Private Wealth professionals on your side, you can have full confidence your financial dreams are secure for generations to come.

You can expect clear, custom solutions when you work with our private wealth team on your retirement plan. First, we assess your current situation by reviewing your plan document and platform of funds. Then we can evaluate your short- and long-term goals  for yourself and your employees. We consider the tax impact of your goals and how to best manage your retirement plan for you  personally, your employees, and for attracting quality team members for the future. From there, we can review and implement a  strategy with well-defined recommendations. Because you have access to a full team of banking professionals, we will always have someone available to address your needs. This  approach provides access to the most experienced and attentive specialists. With First Merchants on your side  you can have full  confidence that your dreams, and the dreams of your team, for retirement become reality.