Meritage Financial Group

We understand every client situation is unique; we have planners that specialize in each field. This allows us to address everything under one roof, and ensure nothing gets missed. Financial planning is a process that evolves over time; where we provide our clients with honest, unbiased advice. We work with our clients to address short term planning such as savings or buying a house, to long term planning like income modeling during retirement or exit strategies from a business. Employee benefits consulting for our business owner clients provides some piece of mind in protecting what can be a businesses’ most valuable asset; it’s people. Insurance planning needs to be custom tailored for a client’s goals. Insurance needs have both long and short term horizons, and it is important to plan around both while keeping budget in mind. Investment management is an ongoing process that requires attention to detail and constant monitoring. Our firm focuses on doing this for our financial planning clients, as the two go hand in hand. Please visit our website at for more details and to contact us