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"We focus on providing reliable and professional financial advice by establishing a genuine and long-lasting relationship with our clients."

Blog Posts

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AT&T Retirement Benefit Changes Panel

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Market Update – February 2021

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Love it Forward

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The “Hail Mary” – A Fun Play in Football, A Bad Play for Investing

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2021 Investment Outlook & Strategy

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The Many Benefits of Building a Family Brand

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COVID-19 Relief Bill

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A Financial Advice Checklist for Widows

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10 Financial Mistakes Retiring AT&T Employees Can Make

Questionnaires

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Financial DNA

Merit has partnered with Financial DNA® to provide an in-depth perspective of your financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire, which will be followed up by a consultation with your advisor.

Click Here to take the assessment.

Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. Calculate your expenses on an annual basis for each of the categories and total them at the end of each section. “Your Financial House” will help give you an idea of how much lifestyle, hybrid, and non-lifestyle income you need.

Download the Worksheet

Risk Quantification

Risks come in many forms and can wreak havoc on our financial lives. An important part of your personal planning should be to identify and quantify as many of your potential risks and, where possible, identify strategies to mitigate those risks. Included in this worksheet are a few common risk areas for you to consider as you begin this process.

Download the Worksheet

Events & Webinars

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The Widow's Journey Support Group

April 13th at 6:00pm CT  |  Dallas, TX

Women
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Put Your Money Where Your Heart Is

Thursday, April 22nd at 1:00pm ET

Environmentally & Socially Conscious Investing
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Post-Divorce Financial Planning

Thursday, April 22nd at 7:00pm ET  |  Wilton, CT

Post-Divorce Financial Planning Webinar
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Post-Divorce Financial Planning

Friday, April 23rd at 12:00 pm ET

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Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future.