Merit Advisors Process | Merit Advisors, LLC, Westerville, OH

A five-step process designed for your unique situation 

Life expectancy is increasing for the majority of Americans.  According to IRS tables, the probability of at least one spouse of a couple who are 65 years old living to age 90 is at least fifty percent. Our lives will be very different in our golden years, but our need for cash for lifestyle expenses will still be there. It's important that our money lasts at least as long as we do.

Merit Advisors advises individuals, families, and businesses on ways to grow their money like the wealthy. Through our five-step process, we will explore the options currently available to you and build a custom wealth plan
designed for your unique situation.

MERIT ADVISORS PROCESS

Step 1: Identify

Discover your needs in life and identify future goals. Explore and discuss uncommon financial strategies
that fit your unique situation.

Step 2: Design

From our findings, my wealth design team and I will craft a customized wealth plan for you and your family entitled, Your Personal Wealth Report™; outlining areas for improvements and tax diversification.

Step 3: Develop

After the detailed presentation, there may be an area where more time will need to be spent based upon your level of understanding. 

This step assures your certainty and confidence with the custom wealth plan and allows for any adjustments to be made - if necessary.

Step 4: Implement

Once your confirmation and signature is in place, your plan gets sent to my back office for a thorough review. All medical exams, insurance contracts, redirecting activities, and other necessary steps are completed to set your wealth plan into action.

Delivery is sent with a full summary of benefits and details of your plan.

Step 5: Review

On your anniversary date (date policy became effective), we will schedule an annual review to go over your plan; making sure you are on pace with the goals we established in prior discussions.

 

This meeting is also meant to assess your current situation to see if anything has changed. Major life events may change the goal(s) of the plan and adjustments will be made at this time.

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).

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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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