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Merit Advisors will help you accumulate and distribute money in the most tax-efficient, safe manner

Explore recommendations.

Become educated through truthful, straightforward advice and gain clarity as you approach retirement.

Create a roadmap to success.

Develop a strategy inline with your goals and be given a roadmap that is easy to follow and comprehend.

Reach your true wealth potential.

Focus on both the accumulation and distribution phases so that you are well prepared for both. 

Uncover the strategies used by the wealthy

For years, Merit Advisors has studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlining commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.

Receive a stream of income that will last a lifetime

Whether your long-term objective is to build a source of guaranteed lifetime income, save for a specific retirement goal, or leave a legacy for your loved ones, Merit Advisors can help by offering solutions with benefits designed to meet your retirement needs. There are three key benefits to producing lifetime income - guaranteed.

Review your existing life insurance policy

You should review your life insurance policy every 3-5 years to make sure it's performing as effectively - and efficiently - as possible. 7 out of 10 policies that Merit Advisors review end up saving money or improving their overall policy. At the very least, you will have peace of mind knowing that your policy is meeting your goals.

Maximize the amount of benefit you receive from Social Security

There are over 531 ways to claim Social Security. Which one are you going to choose? Merit Advisors offer a complimentary service that will show you your optimal retirement strategy when claiming your Social Security income.

Elevate your wealth

Schedule an appointment for a review of your financial plan
Merit Advisors, LLC | Westerville, OH

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Advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted.

Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured.

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).

Information throughout this internet site, whether charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. 
 

To the extent that this website concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance.

 

This website is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The information presented may change at any time and without notice.

 

The information and comparisons that may be presented on this site and any printable forms are not securities-related and the topics presented do not participate in the stock market nor are they stock market investments. Any guarantees are backed by the claims-paying ability of the insurance company and are subject to change. The real life cases presented are for informational purposes and illustrative purposes only. They should not be deemed a representation of past or guarantee future results. The cases do not represent any specific product, nor do they reflect sales charges or other expenses that may be required for some policies. No representation is made as to the accuracy of the analysis. All investments involve varying levels and types of risks. These risks can be associated with the specific investment, or with the marketplace as a whole. Please speak with a qualified advisor about the risks and your personal situation.

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