One Relationship For Every Stage of Your Journey!
Life is full of transitions, and each stage brings unique financial challenges and opportunities. Proactive planning and expert guidance are essential to navigating these changes with confidence and ensuring your financial security at every milestone.
​
Below you can find some of the most common stages of life and business in which seeking professional advice and guidance may be useful to avoid costly mistakes and ensure you are making the most efficient decisions.
When should I take Social Security?
Should we file taxes jointly or separately?
How do I inherit my parents' assets?
How much life insurance should I have?
Personal Life Stages
Life is full of surprises - some exciting and some overwhelming. At Meritum, our advisors are here for all of your planning needs to help you stay the course.
Business Stages
Running a business owner has many complicated hurdles. At Meritum, our advisors are here for all of your complex needs so that you can focus on your business.
Should we file taxes jointly or separately?
Should we file taxes jointly or separately?
When should I take Social Security?
Which retirement plan is best for my business?
Should I file taxes as
an LLC or S Corp?
Which deductions & credits can I claim?
Should I pick a low or high deductible plan?
Have Questions or Need Advice?
By offering most tax, investment, planning, and insurance services in-house, we are dedicated to helping you reduce fees and save time when it comes to helping you achieve your financial goals and needs. You will gain peace of mind knowing all of your affairs will be coordinated, aligned, and managed with one simple phone call.