Select which lists you would like to receive email communications from.
Email Address
2023 TX Client List
2023 Ladies Lunch
2023 Texas Prospect List
Financial Planning Periodic information about financial planning concepts and solutions
Monthly Market Update An in-depth investment analysis of what we’ve seen in the last month of the market
Retirement Planning Periodic information about important retirement planning strategies
Wealth Management Periodic information about key wealth management strategies
Widowhood Periodic information about financial planning for widows
Divorce Planning Whether you are considering getting divorced or you’ve been divorced for years, there are a lot of financial decisions to be made. Subscribe to receive relevant thoughtful pieces that can help break down those decisions.
Estate Planning Hear from our on staff JD, Emily Boothroyd. Learn about everything from important estate planning documents to key risks you may be exposed to
Financial Planning Getting your financial house in order can be a daunting task that you may want to put off. At Merit we feel this is a necessary part in preparing for your financial future, subscribe to learn more.
Frisco Teachers
Insurance According to the US Department and Human Services, up to 70% of people turning the age of 65 can expect to use some form of long-term care during their lives. Subscribe to learn more about the insurance options available to you.
Investment Updates Receive regular timely updates on what is going on in the Markets today! Hear from our CFO, Doug Blanton.
Newsletter
Risk Management An important part of your personal planning should be to identify and quantify as many of your potential risks and, where possible, identify strategies to mitigate those risks. Receive emails on how to keep any eye out for vulnerabilities you may have.
Texas Widow
Texas Widow Campaign Facebook leads
Widowhood Subscribe to receive so much more than financial based content. Receive uplifting, heart-centered and content on how to “Love it Forward”. At Merit we put relationships first, subscribe to receive supportive content to help you make well thought out financial decisions during this time.
Wilton Area Client List
Opt out from all email communications
Comments