MERIT'S VIDEO LIBRARY

A library of videos that break down financial concepts

Proven Wealth Strategies

There is an underlining commonality with the individuals who are best positioned for financial success.

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Maximum Insurance Contract

A maximum insurance contract provides: tax-deferred growth, tax-free distribution, and tax-free wealth transfer.

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Life Insurance Review

It's best to review your existing life insurance policy every 3-5 years due to life changes and/or enhanced benefits.

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Tax Free Retirement

We believe the best approach for retirement is to create an account that is protected from market volatility and is a tax-free account.

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The Cost of Waiting

There are many costly, negative effects you may receive just by waiting one year on purchasing a certain financial vehicle.

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Increase Social Security Benefit

The biggest effect you can have on your Social Security benefit is selecting the optimal time you claim.
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Proven Wealth Strategies | Merit Advisors, LLC, Westerville, OH
Merit Advisors, LLC | Westerville, OH

About

J.B. Howard

Susan Yang

Anthony Mampieri

Jason Parrish

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Independent Advice

Five-Step Process

Solutions

Tax Free Strategies

Lifetime Income

Insurance Analysis

Social Security Max

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Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Merit Advisors is neither an affiliate nor a subsidiary of LPAM. 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. The form CRS can be found by using the following link: Form-CRS.pdf (lifeproassetmanagement.com)

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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.

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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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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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