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SmartVestor

“Hi-Tech Investing. Human Advice.”

Welcome, I’m Jeff Ackler, CERTIFIED FINANCIAL PLANNER™ Practitioner, Wealth Management Advisor with Merit Financial Group and SmartVestor Pro. We understand that individuals face unique challenges as they build wealth, plan for the future, and enjoy retirement. We can help take the mystery out of preparing for tomorrow and living for today. Whether your goals include preparing for or managing wealth in retirement, saving for college, or preparing your estate plan, our personalized service focuses on your needs, wants, and financial goals and objectives. Contact us now for your Complimentary Consultation!

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The SmartVestor Program is a directory of investment professionals. Dave Ramsey, SmartVestor and Ramsey Solutions are not affiliates of Merit Financial Advisors, Merit Financial Group, LLC or LPL Financial.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate how much of your Social Security benefit may be considered taxable.

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Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

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Understanding the cycle of investing may help you avoid easy pitfalls.

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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