Our Services

At Meritus, we take great pride in our ability to provide you with timely and meaningful professional advice in all areas of Personal and Corporate Finance and Investing, among them…

Retirement Planning

Retirement Investment Strategies
IRA’s, Roth IRA’s, SEP IRA’s
401(k) Reviews and Recommendations
Pension Rollover Strategies
IRA Rollovers
Variable Annuities
Retirement Cash-Flow Strategies
Social Security Planning
Retirement Plan Distributions
Investment Income

Estate Planning

Wealth Transfer Strategies
Survivorship Life Insurance
Gifting Strategies
Charitable Gifting Strategies
Charitable Remainder Trust
Outright Gifts of Assets
Charitable Beneficiaries

Tax Planning and Preparation

Personal Income Tax Strategies
Corporate and Partnership Tax Strategies
Tax Code Education

Investments

Asset Allocation Strategies
Mutual Funds
Individual Stocks and Bonds
Real Estate Investment Trusts
Managed Accounts

Risk Management

Life Insurance
Disability Insurance
Long-Term Care Planning Strategies

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