Financial Planning

Through our relationship-based discovery process, Merit works to understand your financial planning needs and goals.

Adapting Your Wealth to a Connected World

Welcome to the future of wealth management, where your financial plan is as dynamic and interconnected as the world around you. A static financial strategy no longer suffices in today's rapidly evolving landscape, shaped by breakthrough technologies and shifting economic tides. Our platform helps guide your financial goals in real time, aligning with your ever-changing life and ambitions. Here, we aim to make your wealth management as fluid and connected as the world in which you thrive.

When is Financial Planning Important?

  • Preparing for the future
  • Preparing for life’s challenges, ups and downs
  • During life’s transitions such as marriage, kids, retirement, etc.

Access Your Plan

Our Advanced Planning Process

Our financial planning team focuses on developing comprehensive strategies to help achieve your financial goals. We strive to provide customized planning solutions that inspire confidence and help secure your financial future. Now with our client portal, Merit Connect, you can access all of your financial information in one place from your desktop, tablet or mobile device. 

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Wealth Enhancement

This includes but is not limited to:

  • Income Sources
  • Cash Flow
  • Debt Management
  • Social Security & Medicare Strategies
  • IRA Contributions & Roth Conversions
  • Retirement Plans
  • Self-Employed Retirement Plans
  • Required Minimum Distributions & Withdrawal Strategies
  • Tax Mitigation Strategies
  • Tax Loss Harvesting
  • Estate Taxes
  • Roth IRAs for Children
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Wealth Transfer

This includes but is not limited to:

  • Life Insurance Needs Analysis
  • Estate Planning
  • Gifting
  • Education Planning
  • Caring for Elderly
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Wealth Protection

This includes but is not limited to:

  • Review of Existing Insurance & Benefits
  • Long Term Care Planning & Strategies
  • Disability Planning
  • Annuities & Pensions
  • Business Planning
  • Property & Casualties Review
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Charitable Giving

This includes but is not limited to:

  • Donor Advised Funds
  • Pooled Income Funds
  • Charitable Remainder Trusts
  • Charitable Foundations

Start Planning Today!

Are you interested in preparing for your next life transition through planning today? Give us a call to speak with one of our Wealth Managers.