Merit Advisors, LLC | Westerville, OH

About

J.B. Howard

Susan Yang

Anthony Mampieri

Jason Parrish

Approach

Independent Advice

Five-Step Process

Recommended

Videos

Books

Articles

Solutions

Tax Free Strategies

Lifetime Income

Insurance Analysis

Social Security Max

Contact

Merit Advisors Info

Email Us

Request Appointment

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.

Copyright © Merit Advisors, LLC. All rights reserved.               Privacy Policy     |     Terms and Conditions     |     Contact Us 

Merit Advisors, LLC, Westerville, OH | JB Howard

  • ABOUT

  • APPROACH

  • SOLUTIONS

  • RECOMMENDED

  • CONTACT

  • More

    REQUEST APPOINTMENT

    Press releases, financial reports, and alerts all in one place

    Retirement

    • The Retirement Revolution That Failed

     

    • "I Don't Have Enough"

     

    • 8 Things to Do If You Haven't Planned for Retirement

    ​

    • Can You Afford Retirement?

     

    • The Biggest Risk to Your Golden Years - It's Not What You Expect

     

    • How to Invest for a (Mostly) Tax-Free Retirement

    • Four Uses for Life Insurance You Never Thought Of

     

    • Life Insurance in Retirement Planning?

     

    • 5 Life Insurance Strategies for Retirement Planning​

     

    • Billionaire Buys $201 Million Life Insurance Policy

    Life Insurance
    Social Security

    • A Rich Retirement: How to Get the Biggest Social Security Check

    ​

    • The Social Security Mistake That Costs Retirees Thousands

     

    • 4 Ways Early Claimers Can Boost Social Security Benefits

     

    • When You Should Take Social Security

    401(k) Information

    • 401(k) Alternatives for High-Income Earners

     

    • Can Your 401(k) Account Be Too Big?

    ​​

    • 5 Reasons Not to Contribute to Your 401(k)

    College Planning

    • 10 Things You Need to Know If Your Kids' Applying for College

    RECOMMENDED ARTICLES