Federal employees, your future deserves your focus
Secure Your Future
WHAT'S YOUR STORY?
Here's Ours
Our Approach
Getting You There
Your Retirement, Your Way
Plan 4 It
What truly matters to you
Multigenerational PlanningOur Relationship Begins Today!
We will listen to your current situation, future aspirations, and challenges. Our journey together is built on trust and understanding, focusing on you, not money. Let's plan and achieve your financial goals, starting now!
Control Your Strategy
There's a lot happening in the world right now and your portfolio feels it. The truth is you can’t control the headlines, but you can control your strategy. Let’s focus on what matters. Your dividends, your contributions, your plan. If you’ve been told to just wait it out, it might be time for a real strategy.
The Plan 4 It Podcast
Welcome to the Plan 4 It Podcast. Join Gilbert Mercado and associates as they provide valuable information designed to empower people from all walks of life on they journey towards financial success. We are passionate about equipping you and millions of others with the knowledge and tools necessary to reach financial freedom. Wherever life takes you, let's Plan 4 It, together! Stay connected follow us on Facebook, LinkedIn, and X so you never miss an update!
Local Events
June 25, 2026
Teacher Retirement Seminar
Teachers shape the future. Now it’s time to secure yours. Join us as we focus on making your retirement work for you. Whether you are just getting started or nearing retirement, this session will provide insights to help you take control of your financial future.
¡Hablamos español!
Retirement is a wonderful feeling filled with the gift of knowing that all you’ve accomplished has made a lasting difference... And all that lies ahead will become a lasting treasure.
Eagles Network Events
AUGUST 28-29, 2026
Eagles Mid-Year
We are thrilled to announce the Eagles Mid-Year Flight Check, which is scheduled to take place in Corpus, TX from August 28-29, 2026. By attending, you will not only expand your understanding of Money Concepts but also have the chance to connect with industry experts and like-minded individuals. Don't miss out on this exceptional occasion – register today to stay informed by filling out the form to receive the latest news and updates.
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