MERIT's comprehensive financial advisory service includes:
1) Financial Planning, 2) Investment Management and 3) Financial Advisory
Investment Management
Financial Planning
MERIT develops a comprehensive Financial Plan to assess a client's financial situation and build future projections.
MERIT's Interactive Financial Plan capture's a client's entire financial situation via an integrated, shared web portal.
Investment Management
MERIT utilizes each client's financial plan to define & implement an investment strategy to build long term wealth.
MERIT manages all aspects of investing client accounts to generate the highest risk-adjusted returns.
Financial Advisory
MERIT advises on all client financial items such as savings strategies, debt management, insurance, real estate, etc.
MERIT answers financial questions, provides referrals for tax & legal services and builds a communication strategy.
Process
Step 1: Introductory Discussion - :20-:30 minutes
Discuss the client's financial situation & objectives.
Provide an overview of MERIT’s services & explain how we can add value for you
- Identify action items for your situation & discuss the next steps
Step 2: Client Information Discovery & MERIT's Interactive Financial Plan - :60 minutes
- Capture client information to create an initial draft Interactive Financial Plan
Gather client investment account information to review current investment strategy
Discuss MERIT's services, investment strategy, account logistics and other topics
Step 3: Review Interactive Financial Plan & MERIT Proposed Investment Strategy - :60 minutes
- Review a first draft of the client's Interactive Financial Plan complete with financial projections
- Discuss the current investment strategy findings & MERIT's new proposed investment strategy
- Finalize any initial questions or discussion items & next steps to get started
Financial Planning
MERIT'S PROVIDES THREE KEY
INTEGRATED SERVICES FOR ALL CLIENTS
MERIT INVESTMENT MANAGEMENT
Financial Advisory