merit logo
brokerCheck-bar-logo

​866-637-6949

  • Complimentary Consultation
  • Careers
  • Client Portal
  • Home
  • About
    • Locations
      • Alpharetta, GA
      • Sandy Springs, GA
      • Birmingham, AL
      • Dallas, TX
      • Davidson, NC
      • Jacksonville, FL
      • Worksite Financial Wellness Branch
      • Independent Advisor Partners
    • Our Philosophy
    • FAQ
  • Our Services
    • Wealth Management
    • Botsford Private Wealth
    • Financial Wellness
    • Independent Advisor Partners
  • Resources
    • Blog
    • Questionnaires
    • Calculators
    • Events
  • Contact Us
Main Menu
×
  • Home
  • About
    • Locations
      • Alpharetta, GA
      • Sandy Springs, GA
      • Birmingham, AL
      • Dallas, TX
      • Davidson, NC
      • Jacksonville, FL
      • Worksite Financial Wellness Branch
      • Independent Advisor Partners
    • Our Philosophy
    • FAQ
  • Our Services
    • Wealth Management
    • Botsford Private Wealth
    • Financial Wellness
    • Independent Advisor Partners
  • Resources
    • Blog
    • Questionnaires
    • Calculators
    • Events
  • Contact Us

I'm retired, how long will my savings last?

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 income 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 proceeds last?

Investment:

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

Taxes:

2018 tax refund estimator
2018 federal income tax calculator
How much of my social security benefit may be taxed?
Should I adjust my payroll withholdings?
What is my potential estate tax liability?

merit logo

Schedule a Complimentary Consultation

Make an Appointment

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

Alpharetta GA

2400 Lakeview Pkwy, Suite 550 
Alpharetta, GA 30009
Phone: 678.867.7050
Fax: 678.867.7060
Toll-Free: 1.866.637.6949

Atlanta GA

750 Hammond Dr NE, Bldg Two 
Atlanta, GA 30328-5537
Phone: 678.867.7050
Fax: 678.867.7060
Toll-Free: 1.866.637.6949

Birmingham AL

3595 Grandview Pkwy Dr, Suite 225 
Birmingham, Alabama 35243
Phone: 205.969.8011
Fax: 205.969.8014
Toll-Free: 1.866.309.9194

Davidson NC

130 Harbour Place Dr, Suite 250 
Davidson, NC 28036
Phone: 704.892.1288
Fax: 704.892.1388
Toll-Free: 1.888.890.4500

Frisco TX

3001 Dallas Pkwy, Suite 100
Frisco, TX 75034
Phone:  214.423.4200
Fax: 214.423.4211
Toll-Free:  1.866.980.3336

Jacksonville FL

8826 Goodby’s Executive Dr, Suite B 
Jacksonville, FL 32217
Phone: 904.733.1123
Fax: 904.733.9952
Toll-Free: 1.888.733.1102

Disclaimer

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

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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 Solutions and Independent Advisor Partners are separate entities from LPL Financial.

Securities licensed in the following states: AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MI, MS, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA
Insurance licensed in the following states: AL, AR, CA, CO, FL, GA, KY, LA, MS, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX
Registered Investment Advisor (RIA) licensed in the following states: AL, CA, FL, GA, KY, LA, NC, SC, TN, TX, VA

Site Map  |  Terms of Service & Privacy Policy

Independent Advisor Partners

© 2019 Merit Financial Group LLC. All Rights Reserved. | Powered by WT Digitial Agency