Lower fees to reduce costs and improve investment returns
MERIT helps clients define a comprehensive financial plan & investing strategy for a successful retirement.
MERIT helps clients focus on improving three key items for retirement: more choices, lower costs & better service.
More Choices
Retirement Planning
MERIT helps clients establish a comprehensive financial plan & investment strategy to achieve retirement success.
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 health & insurance.
Check out MERIT's video page for a quick overview of MERIT's Interactive Financial Plan: Get Retirement Ready
MERIT INVESTMENT MANAGEMENT
Vastly increase the number of investment options available
Improve & increase the number of additional services available
Lower Costs
Better service
CREATE A COMPREHENSIVE FINANCIAL PLAN
AND A CUSTOMIZED INVESTMENT STRATEGY