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.

Premium Service Includes:

  • We will get your portfolio on the right track by telling you 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 investment recommendations. This may include rebalancing your portfolio if appropriate and an action plan.
  • Optional mid-year plan update via videoconference, phone call, or a meeting
  • An annual tax return review for tax planning
  • Quarterly investment/market newsletter
  • Access to a client portal where all of your scanned documents and reports we have delivered to you remain safely accessible to you

Monthly Fee: $200

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