JORGE E. MERCADO, LUTCF·President & CEO
Jorge is a passionate, analytical, and inquisitive professional, who provides high-level financial advice to his diversified clientele. Between Jorge’s humor and knowledge, you will leave every interaction impressed at how he juggles the two.
Jorge has a clear and simplified approach to educating which has rewarded him with a 98.3% client retention rate over his 40years in the business. Clients rely on him due to dedication and consistent performance through the trails of time. As a tribute to his success, in 2011 he was inducted into the Ameritas Life Ins. Corp.’s Hall of Fame; one of the many companies he chooses to work with.
Jorge started his financial career in Mexico City and later moved to the hub of Latin America, Miami, Florida. Since getting his bachelors in business administration at the Universidad Anahuac, Jorge has continued his education with multiple industry trainings to better serve his international clients through unique methods molded to their needs.
One of Jorge’s favorite pastimes is educating himself on a variety of topics. Through podcasts, books, and conversations he is constantly learning no matter the subject.
He is fond of human connection through the meaningful exchange of information and knowledge with friends and clients alike.
When not absorbed in conversation, Jorge can be found meditating, working out, or spending time with his two sons Julian & Victor.
“Most of us spend too much time on what is urgent and not enough time on what is important”.
UNIQUE PROCESS
You are faced with an impactful financial decision, usually accompanied with worries, doubts, and anxiety.
Who wouldn’t feel that when presented with a decision that will determine the future for you & your loved ones.
There are always solutions, sometimes too many & too complicated. We do the digging so you can do the living, our team filters distorted information to provide clarity during the decision making process.
WHAT WE DO
Individual Protection
Protection for Foreign-Nationals
For over 40 years, we have
specialized in meeting the financial planning needs of our …
Wealth Preservation & Tax Savings Strategies
sheltering your assets; …
Estate Equalizer
This is a practical strategy to fairly distribute assets amongst heirs, providing for a balanced …
Business Protection
Business Succession Planning & Exit Strategies
– Keep a business in the family …
Buy-Sell Funding
A buy and sell agreement is a legally binding contract, which stipulates how a partner’s share of a business …
Key Person Insurance
Do you have a Key Employee who your business depends on?Replacing a key person takes …
