Lower fees to reduce costs and improve investment returns
Merit helps clients define a comprehensive financial & investing strategy for their retirement
Merit helps clients focus on improving three key items for retirees: choice, costs & services
CUSTOMIZED RETIREMENT PLANNING BASED
ON YOUR ENTIRE FINANCIAL PICTURE
Lower Costs
More Choices
Vastly increase the number of investment options available
More services
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:
MERIT INVESTMENT MANAGEMENT