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Complimentary Consultation ı Careers ı Client Portal ı Disclosures


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  • Home
  • About
    • Locations
      • Alpharetta, GA
      • Birmingham, AL
      • Boynton Beach, FL
      • Charlotte, NC
      • Dallas, TX
      • Davidson, NC
      • Jacksonville, FL
      • Sandy Springs, GA
      • Southlake, TX
      • Wilton, CT
      • Worksite Financial Wellness Branch
    • Our Philosophy
    • FAQ
    • Independent Advisor Partners
  • Our Services
    • Divorce Services
    • Loss of Spouse
    • Wealth Management
    • Financial Wellness
    • Independent Advisor Partners
  • Our Partner Firms
    • Botsford Private Wealth
    • Financial Development Systems
    • Kirsch & Associates
    • SHARP Advisors
  • Resources
    • Events
    • Blog
    • Questionnaires
    • Calculators
    • Video Market Updates
  • Contact Us
Contact Us

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 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:

2020 tax refund estimator
2020 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?

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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.

 

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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 and Independent Advisor Partners are separate entities from LPL Financial.

 

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