Merit Financial Advisors
(L-R) Brian Fisher; Tony Pitzer, CFP®; and Joy D. Kirsch, CFP®, CeFT®
WORDS OF WISDOM: Have a savings plan. No one has ever told us they saved too much.
Change is an inevitable part of life. Whether it’s a welcome transition into retirement, passing down inheritances to the next generation or the unpredicted loss of a loved one, everyone will experience many major events throughout their lifetimes – and financial situations can change right alongside them. Merit Financial Advisors can help you manage your wealth and navigate through some of life’s most pivotal moments.
Part of a nationwide financial planning firm with 14 offices and $6 billion in serviced assets, Merit Financial Advisors provides comprehensive financial planning like investment, estate, cash flow, college and tax planning for its clients. Integrating financial consultation with transition planning and personal coaching, Merit helps determine your goals and priorities so you can work toward your desired outcomes quicker and more efficiently. As independent advisors and investment fiduciaries, Merit uses multiple investment and insurance platforms to implement the financial solutions that fit you best.
You can’t predict the future, but you can plan for it. Call Merit Financial Advisors today so they can help you plan for life’s biggest changes.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC an SEC registered investment advisor. Merit Financial Group and Merit Financial Advisors are separate entities from LPL Financial.
