Financial Health Check-Up

Financial Health Check-Up

An annual check-up with your health care provider is a smart and proactive move. When it comes to your financial health, a financial check-up can be just as important.

Maintain your Financial Health

  • Assess your current finances and identify short and long-term financial goals.
  • Prioritize your goals and create a personalized strategy to help you reach your future financial goals.
  • Identify events that may trigger new financial needs (marriage, buying a home, retirement) and adapt your budget to meet these changes.
  • Enroll in the Crown 401(k) Plan and receive the company contributions and access to no cost financial programs like Advice Access offered through Merrill.
  • Consider the tax consequences of your investment strategy when contributing on a pre-tax and/or Roth 401(k) basis and the impact of taking a 401(k) Plan distribution like a 401(k) loan or withdrawal.

Next Steps
Contact Merrill to help develop a strategy and provide financial check-ups as you pursue your future financial goals.

Visit Merrill at or call 800-228-4015 and get started today.

Take Charge. Live Well!