Home                   Member Login                   Contact ISDS                   Site Search

Printer Friendly

Email To A Friend

Home > Member Benefits > Endorsed Products & Services > Financial Services > Mercer Advisors

The Illinois State Dental Society has endorsed Mercer Advisors to provide financial planning to its members since 1994*. Mercer Advisors is a fee-only advisor that provides comprehensive, customized services to thousands of health care clients around the country and manages over $1.7 billion in assets.

The Economic Freedom Program® (EFP) is your road map to financial success with Mercer. This program includes:

• Financial Planning – Determining your financial goals and the best way for you to reach them.
• Investment Management - Creating a diversified portfolio through our scientifically designed Asset Optimization® program that matches your financial goals and risk tolerance.
• Retirement Planning - Creating and managing a tax-advantaged savings plan for your individual or group practice and determining your ideal contribution level.
• Estate Planning - Protecting your assets now and providing for their management if you are not able to manage them.

*In consideration of this endorsement, Mercer has an agreement in place to contribute part of its management and training fees to the ISDS. Additional information on this program is available upon request.