The Merit Model: Merit Financial Advisors Helps You Through Your Biggest Life Transitions
(L to R) Tony Pitzer, CFP®; Kathy Dollar; Bret Hackett, CFP , MBA; and Heather Peery
“We really try to take care of all financial aspects for our clients.” — Heather Peery
When it comes to financial management, it’s important to have trusted advisors that can help you through some of life’s biggest transitions. That’s why you don’t need just any advisors — you need Merit Financial Advisors.
Merit Financial Advisors has been helping people navigate their lives for over 30 years. No matter whether clients are changing careers, going into retirement, getting a divorce or have experienced the loss of a loved one, wealth manager and partner Tony Pitzer says Merit Financial Advisors can help.
“What makes us different is that we work with our clients through their emotional transition and help them toward their financial goals,” Tony says. “Our core thing is helping clients transition from one phase of their life to the next.”
Using a practice called “mind mapping,” advisors start by sitting down with their clients and learning what their priorities are.
“We use the mind map to know what’s important to the client, including their interests, people, family, friends, goals and what they want to achieve,” Tony says. “We want our clients to make smart money decisions and move forward with confidence and a new sense of purpose.”
They then help organize their clients’ assets so it creates a reliable financial structure for them.
“We help from a planning aspect in terms of cash flow and implement a plan that incorporates clients’ income, savings and taxes,” Tony says. “Our cash flow planning helps our clients visualize their accounts and understand where their money is coming from.”
Merit Financial Advisors understands that when life happens, it can sometimes derail the original plans you had for you and your family. But no matter what you’re going through, Merit can help with your financial future.
“As money changes, life changes,” Tony says. “We want to be there to help our clients through some of their most challenging moments.”
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC and Merit Financial Advisors are separate entities from LPL Financial.
