Resources & Downloads

MERIT Confidential
Financial Profile

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Mutual Funds: The Good, Bad, and the Fine Print

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I'm providing this article to Educate investors on how the mutual funds industry works and to Provide a less-biased look into Mutual Funds options 

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MERIT Planning:
Who is your
Financial Architect?

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Learn about the MERIT Planning Model and how to get your perfect "Financial Architect"
for the best
Financial Planning future, possible. 

Download FREE article here!

It's All About the Balance,
Not the Rate of Return;

Actually, It's All About the Income,
Not the Account Balance

Income Article 
Download FREE Article Here!