Complete Retirement Planning Strategies

Make Your Ideal Retirement a Reality

A client-first, education-based approach to financial planning.

Planning Is a Relationship Based on Merit

At Merit Advisors, our name reflects our core mission — to earn your trust, build your confidence and establish the right to provide advice and strategies that truly matter.

Our foundation is built on strong relationships, a deep connection to our community and an unwavering commitment to doing what’s right for our clients. We’re more than financial planners; we’re working together throughout your journey, offering clear guidance and serving as a trusted educational resource. We’ll help you make informed decisions, preserve your legacy and work towards the IDEAL life you’ve worked hard to build.

Meet Your Team

What to Expect When You Meet With Us

Helping You Make IDEAL Choices
for a More Confident Future

EXPLORE OUR SERVICES

I
Identify

What does your ideal retirement look like?

Identify

In our first visit, we’ll discuss your retirement goals and current financial standing. Together, we’ll explore where you are today and identify where you want to be in the future.

D
Design

We’ll design your IDEAL Retirement Plan.

Design

Step by step, we’ll show how your comprehensive plan addresses issues or potential threats identified in our initial consultation.

E
Employ

We’ll help you finalize your plan.

Employ

Together, we’ll review any necessary adjustments and finalize your plan so you can employ your strategy for helping turn your retirement dreams into a reality.

A
Assess

We’ll continuously monitor your plan.

Assess

We’ll continue to assess your unique situation, making adjustments as your circumstances evolve to help ensure your ideal plan remains on track.

L
Leverage

Ongoing communication and support.

Leverage

Through regular reviews, we’ll continue to leverage a comprehensive approach incorporating timely strategies for retirement income, tax and legacy planning and more.

Help Guard Your
Golden Years

In today’s economic environment, where interest rates and inflation dominate headlines, what steps can you take to help guard your ideal retirement? Our complimentary guide explores:

Potential impacts of falling interest rates on your retirement income plan
Options for extending durations, laddering and maintaining a balanced portfolio
Additional considerations such as refinancing opportunities, Social Security options and more