Our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
A Merit Financial Advisor can help you review your current situation, explore your options and create a plan that fits your personal circumstances. It is not too late to begin planning for a comfortable living after work. We know preparing for retirement can be a daunting task, let us help.
Merit has been in the business of helping women to take control of their financial future for over thirty years. Our team of professionals includes Certified Divorce Financial Analysts™ with a wealth of knowledge and experience, working collaboratively to support you before, during, and after your divorce.
Whether you have been let go or presented with an interesting opportunity, our team is ready to help get your finances ready for this new season. Transitions often are either voluntary or involuntary. In either case, the key is to be prepared. Let our team of professionals help you to feel prepared to take on what is next.
Following the loss of your spouse, you may be faced with the dark shadow of grief, fear and uncertainty. We can help you strike the right balance so that you can enjoy financial stability and pursue your heart’s desires.