Merit Financial Advisors’ Post

I am excited to share this article discussing how business owners can benefit from working with a comprehensive wealth management team to align and accomplish their personal and professional financial goals! #BusinessGoals #InvestmentNews #WealthManagement #Team InvestmentNews thank you for the feature!

When we think of saving for our “golden years,” we usually focus on retirement. Yet there is a 70% chance that we or our loved ones will need some type of long-term care. How should we prepare for that? Join us as wealth management advisor Robert Bandura introduces strategies to consider in financial planning for long-term care. Register here: https://lnkd.in/gSz2nfeV

Is Your Business Ready for the Next Chapter? Retirement planning isn't just about your financial security—it's also about ensuring the continuity of your business. Have you thought about who will take over when you're ready to step back? A succession plan addresses the critical questions around selling or passing on your business, safeguarding its future and your legacy. Don't leave the future to chance; let's start crafting a plan that aligns with your vision. 🔑 Ready to secure your business’s tomorrow? Let's talk. #BusinessSuccession #LegacyPlanning #AllgoodFinancial #AgeOmneBonum #StrategicPlanning #TaxPlanning #EthicalFinance #FinancialIntegrity #BiblicallyResponsibleInvesting #FaithAndFinance #ChristianInvesting

Is Your Business Ready for the Next Chapter? Retirement planning isn't just about your financial security—it's also about ensuring the continuity of your business. Have you thought about who will take over when you're ready to step back? A succession plan addresses the critical questions around selling or passing on your business, safeguarding its future and your legacy. Don't leave the future to chance; let's start crafting a plan that aligns with your vision. 🔑 Ready to secure your business’s tomorrow? Let's talk. #BusinessSuccession #LegacyPlanning #AllgoodFinancial #AgeOmneBonum #StrategicPlanning #TaxPlanning #EthicalFinance #FinancialIntegrity #BiblicallyResponsibleInvesting #FaithAndFinance #ChristianInvesting

📈 Calling all business owners! Take charge of your organization's financial health by mastering investment committee fees and retirement planning strategies. Join industry experts at our webinar and unlock the keys to financial success. 💼 Reserve your spot: https://lnkd.in/gmjVZWEx #BusinessLeadership #FinancialEmpowerment #SecureYourFuture

Understanding the power of holistic financial planning can transform your financial journey. By considering all aspects - from budgeting to investments and retirement planning - you pave the way for a secure and fulfilling future. #FinancialPlanning #HolisticApproach Contact me for a real holistic approach to financial planning, I can piece together all the unique benefits from different insurers into one plan

Who really understands their 401(k)? Honestly, do you know how it works? When you signed up for yours, did anyone sit down with you and show you the projections for how much you could potentially have at retirement if you contributed a certain amount each month? If not, it’s time to get this straightened out. Let’s connect and ensure your long-term financial planning is on the right track. #retirementplanning #401k #financialfreedom #investing #wealthmanagement #moneymatters #financialplanning #financialliteracy #moneytips #letsconnect

Unlocking Your Financial Potential Through this journey, we'll guide you step by step, sharing our philosophy and methodology to craft your tailored financial plan, including investment strategy, risk management and insurance, retirement planning, business succession planning, and estate planning. https://lnkd.in/ee87ysTG

Unlocking Your Financial Potential Through this journey, we'll guide you step by step, sharing our philosophy and methodology to craft your tailored financial plan, including investment strategy, risk management and insurance, retirement planning, business succession planning, and estate planning. https://lnkd.in/ee87ysTG

Leaders/ICs - how do you know you're on track to achieve your financial goals? A core part of financial planning is mapping out what happens if you continue as you are. Knowing where you are today is key. We help visualise the future, identify any shortfalls and put plans in place to address these. The alternative is having to work longer, or enjoy less income in retirement.