A Collaborative Approach
After we have completed a financial plan together, you have the option to continue with Merit Financial Partners on an ongoing basis.
Ongoing Advisory Service Includes:
- We will get your portfolio on the right track by advising you on how to invest each account and where to put future contributions. You control your accounts and make the trades and we will coach you.
- Financial advice on an ad hoc basis via phone calls and emails
- Help when you need, it whether it’s buying a car or refinancing your mortgage. You can contact us whenever you have a question related to your personal finances. No extra charge!
- An annual review meeting to update your financial plan and review your investments
- Quarterly investment/market newsletter
- Access to a secure client portal where your financial plan is safely stored and accessible. You can also upload other important financial, estate and tax documents to your secure portal which you can electronically access at any time.
Monthly Subscription Fee: $125