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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!
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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Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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In the face of divorce, making changes to insurance coverage may be overlooked.
Marriage changes everything, including your insurance needs.
Purchasing homeowners insurance is critical for protecting your home.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It’s never a bad time to speak with your financial professional about changes in your situation.
What if instead of buying that vacation home, you invested the money?
How will you weather the ups and downs of the business cycle?