Let us help you navigate the complexities of the financial world to find the perfect plan for your future.
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With an understanding of your unique situation, we'll find the best options for you.
Create a roadmap to success.
Next, we'll develop a strategy inline with your goals and a roadmap that is simple yet comprehensive.
Reach your true wealth potential.
We'll stay on the path with you in both the accumulation and distribution phases so that you remain successful in every stage of your journey.
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.
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.
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.
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.