You’ve worked hard to get where you are today. We want to help you live the retirement you dreamed of and planned for over the years. Our advisors offer a broad range of guidance by taking your goals into consideration. Our team strives to build a trusted relationship through helping you understand your options. Merit advisors have experience working with clients who have spent their careers in the telecommunications industry.
We have since branched out to work with all individuals and families desiring to have a 1 on 1 personal relationship with a financial team. Specializing in asset protection and risk management, we help you protect your wealth from outside forces and unforeseen events, through the use of insurance and risk mitigation strategies, no matter what form they may take.
Our array of financial services are centered on your personal growth and personal goals.
Our financial planning team focuses exclusively on helping you work towards your planning goals as they relate to pursuing a financially confident retirement. It is our goal to provide you with personalized planning that will improve your quality of life.
Our team focuses exclusively on helping you work towards your planning goals as they relate to pursuing a financially confident retirement. It is our goal to provide you with personalized planning that will improve your quality of life.
We strive to identify risks that could impact your situation such as, market risks, liability risks, moral obligations to family and legal risks from business ventures.
Our investment committee is focused on pursuing solid investment returns that strive to meet your overall financial objectives. They are supported by our investment department, which handles all trading and investment strategies.
Young Professional Planning
The purpose of the program is to help create sustainable savings habits, deal effectively with debt, and help with employer benefit plans and personal investment accounts.