Working Together
By working with Merit Investment Services, you gain access to comprehensive and complete financial management.
What We Do
Rod's goal is to help our clients identify their goals and objectives though building long term relationships in order to create a customized plan for accomplishing those goals.
Relationship
We have strong relationships with our clients and we will be there as your needs and desires change over time. We are here to help you transition through the seasons of life by keeping your financial needs seamlessly changing along with you.
Introduction & Planning
In our initial complimentary consultation we look at your current situation, analyze your investments and insurances to enable us to develop a plan that works for your lifestyle and goals.
Action Plan
We help you position your investments and prepare for your tax liability according to your plan to help you gain confidence about the future and comfortable with the decisions you have made.
Monitor & Adjust
Your customized plan is continuously monitored as we stay in constant communication with you. Life changes rapidly and our mission is that your financial plans stay in line with your goals.
Financial Advice, Aimed at Helping You to, Simply Live.
Merit Financial Services can simplify your life by providing everything you need to keep your financial house in order from investment advice, to life insurance and beyond.