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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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Keys to preparing to grow wealthy together.

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How federal estate taxes work, plus estate management documents and tactics.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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

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With alternative investments, it’s critical to sort through the complexity.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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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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