CFP in Zebulon NC
Les Merrit has been a CFP since 1986 and has the knowledge, experience and ethics to be known as the premiere certified financial planner in Zebulon. A CFP with the qualifications that Les Merritt has can steer you and your family away from financial difficulty and towards financial security.
As a CFP in Zebulon NC he provides:
- An analysis of your investment portfolio
Les Merritt, CFP will look at your investment portfolio and recommend ideal investment options at the right risk level for you. This includes looking at stocks, stock options, bonds, mutual funds, annuities, real estate and other investments
- A plan to help prepare for a comfortable retirement
Les Merritt CFP will consider the age you wish to retire, the proper risk level for your situation and the return needed to achieve your goals in order to retire without worry. With all of these parameters, Les will look into 401(k)’s 403(b)’s IRA’s, pensions, and TSA’s (tax sheltered annuities) and other investment options
- Wealth management
Les Merritt is highly knowledgeable at managing and planning investment strategies. He is skilled at developing investment plans that generate great returns without too much risk for his clients. He is compassionate with his clients and is skilled at talking with them in a way that they can easily understand what he is talking about.
- Effective strategies to maximize cash flow
It is not uncommon for people to wonder why they don’t have more money left over at the end of the month. It is also well known among wealthy people that maximizing cash flow is one of underrated strategies to achieving financial success. Les Merritt will show you how to bring in more money without diminishing your lifestyle so that you too can achieve financial success.
- College expense planning
The cost of college goes up every year at a rate that is faster than the rate of inflation. Les Merritt, Zebulon CFP CPA, will show you where to invest and a 529 plan that is ideal for your family situation. Les can answer all of your college funding questions.
- A review of your insurance
Most people would like an independent and objective evaluation of their insurance coverage and needs. Les Merritt CFP in Zebulon, will expertly review your insurance coverage and seek to reduce your premiums.
The types of insurance Les Merritt will review:
- Life insurance
- Disability Insurance
- Health insurance
- Long-term care insurance
- Dental Insurance
- Vision Insurance
- Property and casualty Insurance
- Actionable and effective strategies to reduce your taxes
One way to achieve financial peace of mind is to take advantage of all available tax benefits, including the most recent. If your current CFP is not presenting you with up-to-date tax reduction strategies, it is time to switch to an experienced and seasoned professional who is not only a CFP but also a CPA, Les Merritt.
Les provides all of his clients with strategies to maximize deductions to reduce your tax position.
- Estate planning
with proper estate planning, settling an estate can be a straightforward process that provides for your beneficiaries. Without it, settling an estate can be a long, drawn-out hassle that can provide for the government.
Les Merritt CFP in Zebulon will prepare the optimum strategy for you to minimize taxes and distribute your assets in accordance with your wishes. Contact Les Merritt to help you with:
- Estate planning
- Drafting a will
- Charitable giving
Zebulon CFP CPA, Les Merritt shows you how to:
- plan for a comfortable retirement
- get your money to work FOR you most effectively
- create an investment portfolio that is best suited for you
- optimize your business finances and cash flow
- lower your taxes
- lower your taxes while saving for college
- find the right insurance for you with the best premiums
- plan your estate