CONSUMER AWARENESS GUIDE
The 6 Questions Business Owners Must Ask A Financial Planner Before Hiring One
Find out if your Financial Planner has the skills and experience
to service the needs of a business owner.
Financial Planning is different for business owners. Make sure your planner is right for you.
At Merit, we promise all our customers that they will receive the same attention whether they have $10,000 or $10 million dollars. We are motivated to act this way because unlike most Financial Planners, we are not paid on commissions. Every business owner is entitled to a detailed yet simple to understand financial plan. We would be delighted to help you grow your wealth if you are just starting out or preserve your wealth if you are close to or in retirement.
We also promise to give you all the facts, characteristics, advantages and disadvantages of any strategy we consider. We will give you the truth and never “sugar coat” anything. We have a fiduciary responsibility and we follow strict rules of conduct brought on the various regulatory boards.
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