About Merrick Robison...
My mission is to transform financial fears into financial independence. I find great fulfillment in helping clients achieve their financial goals and ensuring they are well-protected against life’s uncertainties. At The Pietsch Financial Group, we specialize in creating a balanced view of your full net worth, encompassing protection, cash flow, assets, and liabilities.
I work closely with individuals and businesses, with a special focus on helping families protect and grow their wealth. Our office offers a comprehensive range of services, including life and disability insurance, annuities, estate planning, financial planning, investments, and more.
Beyond my professional life, I have been a dedicated member of Trinity Church Chicago for over a decade, serving as a worship leader, small group leader, and coach.
Outside of work, I indulge in hobbies that require a careful and meticulous approach, such as hand-tool woodworking, brewing coffee, and photography. These interests mirror the precision and dedication I bring to my professional practice.
My amazing wife Catalina and I spend time hiking, camping, and binging Cheers with our not-as-mean-as-he-looks dog, Damen.
To get started on your journey to financial independence and growth, schedule a free 25-minute Zoom call with me today. I look forward to working with you and supporting your financial aspirations.
Introducing The Living Balance Sheet®
Introducing
The Living Balance Sheet®
It’s important to understand all the pieces of your financial picture and how they work together. Imagine being able to see everything about your money on a single page. This “wide angle view” puts you in control so you can be more powerful with your finances.
The future is unpredictable, so it's logical that we begin with protection. This includes protecting against risks like a lawsuit, illness, injury, and death.
With protection in place, the second concern is cash flow. First, ensuring that you are saving at a high rate, then focusing on your rate of return.
When we understand how much can be saved, the next focus is around allocating that cash flow to the right places on your balance sheet. Through proper allocation, you can build liquidity to handle life events, prepare for opportunities that come your way, and create a strategy to build wealth over time.
Debt can be costly to your balance sheet. We'll help you build a strategy to help you live debt-free and tax efficiently.
CONTACT ME
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Pietsch Financial Group is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
© 2024 Merrick Robison - All Rights Reserved.
2024-178950 Exp. 08/2026
224-464-3884