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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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What are your options for investing in emerging markets?
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
9 Facts About Social Security
There are things about Social Security that might surprise you.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn a little about worldwide currency in this fun infographic
A change in your mindset during retirement may drive changes to your portfolio.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
Explaining the SECURE Act and how the changes affect your retirement strategy.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Estate conservation is too important to put off. Do you have a smart exit strategy?
Savvy investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?