Merit Retirement Advantage Premier

Years Prior to Retirement
 
Things change and often these changes will impact your plans. Your Merit Advantage Program Personal Financial Advisor is available to discuss these changes and how you may need to adjust your plans in response. Call to schedule a time to meet with your advisor.
 
 
Is your 401K working as hard as you are? Could it be allocated differently to help maximize potential returns? Once a year you’ll touch base with your Personal Financial Advisor and determine if market conditions or other circumstances warrant a change in course.
* There is no guarantee the 401K Maximizer strategies will meet your investment goals.
 
Once a year, Merit Advantage Program Premier members may consult 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.
 
 
See next phase of the 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 FINRA/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.