"Merit has been like adding a finance team to our small consulting business. Our accountant loves the synergy and their ideas. We reduced our tax and investment costs and put a comprehensive plan in place. The savings alone were enough to cover the fees with money to spare. Teaming up with Merit literally paid off."
Dominic Chorafakis, President at Akouto Consulting Services
Financial planning is different for business owners. Using our trademarked "Paragon 5 Financial Planning Process", my company helps you keep more money in your pocket by using all the tax planning and investment strategies that are available exclusively for business owners.
➤ Last year, in conjunction with our clients' accountants, we uncovered new strategies that reduced their tax bill by an average of $8000 and dramatically reduced the hidden fees they pay for their investments by up to 50%.
We go beyond investments and retirement. Here's what you get from us::
• A comprehensive yet easy to understand financial plan
• Investment planning and implementation
• Retirement planning
• Estate planning (including wills)
• Insurance evaluation
• Succession planning