Financial Planning

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

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.

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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.