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  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Retirement
      • Divorce
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • For Businesses
      • CPA Connect
      • Retirement Solutions for Employers
  • Insights
    • Resources
      • Divorce Resources
      • Educational Videos
      • Retirement Resources
      • Wealth Management Resources
      • Widowhood Resources
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
      • Albany, GA
      • Alpharetta, GA
      • Birmingham, AL
      • Boca Raton, FL
      • Boynton Beach, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Denver, CO
      • Des Moines, WA
      • Greenwood Village, CO
      • Jacksonville, FL
      • Oklahoma
      • Princeton, NJ
      • Raleigh, NC
      • Rocky Hill, CT
      • Roswell, GA
      • Seattle, WA
      • Sheboygan Falls, WI
      • Southlake, TX
      • Wilton, CT
    • Our Story
    • Our Leadership Team
    • Our Investment Philosophy
    • Advisor Partnerships
    • Meet Our Independent Partners
  • Contact Us
Schedule a Consultation
merit_logo_gradient
  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • For Businesses
      • CPA Connect
      • Retirement Solutions for Employers
  • Insights
    • Resources
      • Educational Videos
      • Retirement Resources
      • Divorce Resources – New
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
      • Albany, GA
      • Alpharetta, GA
      • Birmingham, AL
      • Boynton Beach, FL
      • Boca Raton, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Denver, CO
      • Des Moines, WA
      • Greenwood Village, CO
      • Jacksonville, FL
      • Oklahoma
      • Princeton, NJ
      • Raleigh, NC
      • Rocky Hill, CT
      • Roswell, GA
      • Seattle, WA
      • Sheboygan Falls, WI
      • Southlake, TX
      • Wilton, CT
    • Our Story
    • Our Leadership Team
    • Advisor Partnerships
    • Our Investment Philosophy
  • Client Portal
  • Careers
  • Disclosures
  • For Advisors
  • Contact Us
×
  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • For Businesses
      • CPA Connect
      • Retirement Solutions for Employers
  • Insights
    • Resources
      • Educational Videos
      • Retirement Resources
      • Divorce Resources – New
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
      • Albany, GA
      • Alpharetta, GA
      • Birmingham, AL
      • Boynton Beach, FL
      • Boca Raton, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Denver, CO
      • Des Moines, WA
      • Greenwood Village, CO
      • Jacksonville, FL
      • Oklahoma
      • Princeton, NJ
      • Raleigh, NC
      • Rocky Hill, CT
      • Roswell, GA
      • Seattle, WA
      • Sheboygan Falls, WI
      • Southlake, TX
      • Wilton, CT
    • Our Story
    • Our Leadership Team
    • Advisor Partnerships
    • Our Investment Philosophy
  • Client Portal
  • Careers
  • Disclosures
  • For Advisors
  • Contact Us
Schedule a Consultation

What are my long-term care insurance needs?

Retirement:

Are my current retirement savings sufficient?
How much will I need to save for retirement?
How will retirement impact my living expenses?
I’m retired, how long will my savings last?
Social security retirement income estimator?

Insurance:

How much life insurance do I need?
How much disability insurance do I need?
What are my long-term care insurance needs?
What are my needs for burial and final expenses?
How long will my current life insurance benefits last?

Investment:

How should I allocate my assets?
What is my risk tolerance?
Calculate rate of return
How much to save to reach my goal?
What are the advantages of a 529 college savings plan?

Taxes:

2022 tax refund estimator
2022 federal income tax calculator
How much of my social security benefit may be taxed?
Payroll withholding calculator
What is my potential estate tax liability?

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Merit Financial Advisors

At Merit, planning for what matters to you is our job.

We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.

​866-637-6949

Disclaimer

 

Check the background of your financial professional on FINRA's BrokerCheck

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC, Merit, Merit Financial Advisors, Botsford Private Wealth, Worksite Financial Wellness, Financial Development Systems, IM Wealth Care, Tedstrom, and Independent Advisor Partners are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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