Adapting Your Wealth to a Connected World
Welcome to the future of wealth management, where your financial plan is as dynamic and interconnected as the world around you. A static financial strategy no longer suffices in today's rapidly evolving landscape, shaped by breakthrough technologies and shifting economic tides. Our platform helps guide your financial goals in real time, aligning with your ever-changing life and ambitions. Here, we aim to make your wealth management as fluid and connected as the world in which you thrive.
When is Financial Planning Important?
- Preparing for the future
- Preparing for life’s challenges, ups and downs
- During life’s transitions such as marriage, kids, retirement, etc.
Access Your Plan
Our Advanced Planning Process
Our financial planning team focuses on developing comprehensive strategies to help achieve your financial goals. We strive to provide customized planning solutions that inspire confidence and help secure your financial future. Now with our client portal, Merit Connect, you can access all of your financial information in one place from your desktop, tablet or mobile device.
Wealth Enhancement
This includes but is not limited to:
- Income Sources
- Cash Flow
- Debt Management
- Social Security & Medicare Strategies
- IRA Contributions & Roth Conversions
- Retirement Plans
- Self-Employed Retirement Plans
- Required Minimum Distributions & Withdrawal Strategies
- Tax Mitigation Strategies
- Tax Loss Harvesting
- Estate Taxes
- Roth IRAs for Children
Wealth Transfer
This includes but is not limited to:
- Life Insurance Needs Analysis
- Estate Planning
- Gifting
- Education Planning
- Caring for Elderly
Wealth Protection
This includes but is not limited to:
- Review of Existing Insurance & Benefits
- Long Term Care Planning & Strategies
- Disability Planning
- Annuities & Pensions
- Business Planning
- Property & Casualties Review
Charitable Giving
This includes but is not limited to:
- Donor Advised Funds
- Pooled Income Funds
- Charitable Remainder Trusts
- Charitable Foundations