Peter J. Merrick, CFP, TEP, in a Nutshell: I am easily approachable and very human. I can save you up to 40% of your wealth that you might have otherwise have had to payout because of poor planning.
Over the past three decades I have saved a ton of money for my clients through applying simple and innovative financial solutions for their wealth preservation and wealth distribution needs and goals.
I am a Trust and Estate Practitioner (TEP), with the Society of Trust and Estate Practitioners (STEP). Since the early 1990s, my career in cross-border, risk management, business succession consulting, post-secondary financial education and financial writing has been extensive. I have a very curious mind that seeks simple solutions to complex financial, tax and other estate planning problems.
I am a Canadian Expat that resides in San Diego, California, a Citizen of the World, a Trust and Estate Practitioner, Speaker, University and College Instructor and Author that specializes in areas of cross-border and risk management for US non-American Nationals, business owners, professionals, their families, and trusted advisors.
Right now I see a number of wealth saving opportunities resolving issues in cross-border US and international planning, financial, philanthropic and estate planning implementation that have been long ignored, utilizing US Life Insurance and US Annuity strategies. I work with High Net-Worth individuals and their legal, tax and financial professionals, that seek to relocate to the US or have financial interests in the United States from places like Canada, and other national jurisdictions.
I am also an author. I have written three comprehensive LexisNexis business, legal, tax, succession and estate planning textbooks. For 18 years, I wrote a column for LexisNexis called "The Bottom Line", one of the largest professional tax and accounting publications.
My work, articles and interviews have been published over 800 times in national journals, financial and other trade papers and newspapers. My most exciting writing accomplishment was the publication of my first business novel - The King of Main Street: business - mentorship - succession - legacy.
I enjoy sharing my experience and ideas in the areas of finance, business succession planning, cross-border planning, expat international insurance, annuity strategies, executive benefits, and pensions in the US, Canada and elsewhere.
Now you know a little about me. I would love to learn about you. Let me know how I can answer and help you solve your unique and specific financial, cross-border, life insurance, annuities, philanthropic and estate planning needs?
I look forward to arranging a time to speak about you. To further explore options and planning strategies let's book an appointment by clicking the button below...
Peter J. Merrick, CFP, TEP
Expert in US Cross-Border Life Insurance,
Annuities and Corporate Benefits
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