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“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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When Heirs are Imperfect

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The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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How does your ideal retirement differ from reality, and what can we do to better align the two?

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Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

 

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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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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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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What does your home really cost?

The Other Sure Thing

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Should You Tap Retirement Savings to Fund College?

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