Merit Retirement Advantage Premier is an exclusive membership program for clients who want active investment guidance throughout the year and wish to receive added membership benefits. All the benefits outlined below are available, at a cost of only $299 per year.
The Merit Advantage Premier Program follows our members through their employment, providing the appropriate services according to where they in their tenure with the program:
- The First Year
- Second Through the Year Before Retirement
- One Year Prior to Retirement Through Retirement
The services change to meet the needs of our clients as they plan and begin their retirement.Click herefor a brochure showing the benefits of the Merit Advantage Premier Program.
Securities offered through LPL Financial, Member FINRA/SIPC, Advisory services offered through Merit Financial, A Registered Investment advisor and separate entity from LPL Financial.