Improve & increase the number of additional services available
Financial Plan:
Merit's investment advisory process helps evaluate multiple retirement scenarios to achieve an investor's goals.
Merit offers clients additional services such as estate planning, tax assistance & evaluating insurance options.
Check out Merit's Video channel for a quick overview:
CREATE A FLEXIBLE PLAN FOR RETIREMENT
TO PREPARE YOU TO MEET YOUR GOALS
Lower Costs
Better service
More Choices
Lower fees to reduce costs and improve investment returns
MERIT INVESTMENT MANAGEMENT
Vastly increase the number of investment options available
Merit helps clients define a comprehensive financial plan & investing strategy for their retirement.
Merit helps clients focus on improving three key items for retirees: choice, costs & services.