Merit Retirement Advantage Premier

The First Year
 
Together, we explore your hopes for retirement and your current finances. This gives us a detailed picture of your family, financial assets, liabilities and goals. Your Personal Financial Advisor will use this information to construct an action plan for your future.
 
This is your outline for planning the retirement of your dreams. Using the information gathered in the Profile, your Personal Financial Advisor constructs a concrete plan to help you achieve your goals.
 
 
On a regular basis, you’ll receive an update from your Personal Financial Advisor on your progress. We’ll explore any new opportunities that changing market conditions may pose. You may choose to change your allocation or stay the course based on our discussions.
*There is no guarantee the 401K Maximizer strategies will meet your investment goals.
 
Merit Advantage Program Premier members meet with experts in tax planning, estate planning, insurance, mortgage financing or job placement. As an added benefit, you may bring along a member of your family to discuss your future.
 
 
Being prepared is one of the best ways to help ensure a successful retirement. Merit Advantage Program Workshops help get you there, by teaching you all the ins and outs of your company benefits program. Special interest workshops on other issues related to retirement are also offered. Merit Pro Program Members receive priority invitations to these.
 
 
You will receive a postcard reminder and a follow-up call from the Merit Advantage Program to schedule your annual meeting with your financial advisor. Of ocurse, if you wish to consult with us more often, that’s one of the privileges of membership. Just call our office to schedule a convenient time.
 
See next phase of plan now.                    

 

 

The Merit Retirement Advantage is an SEC Registered Investment Advisor. Advisory services offered through the Merit Retirement Advantage. Securities offered through Securities America, Inc., Member NASD/SIPC, Rick L. Kent, Registered Representative. The Merit Retirement Advantage and Securities America, Inc. are not affiliated.
                    
©2010 Merit Financial, Inc. d/b/a Merit 401(k) Maximizer. All rights reserved.