Asset Protection for Physicians and High-Risk Business Owners - 2011 and Beyond

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Integrity and ethics is our first core value for two reasons. First, because your word is your reputation. That reputation is extremely hard to earn and very easy to lose—and at the end of the day it is all you have. Second, we will always follow through on our word. We will strive to always do the right thing for our clients, team members and stakeholders —even when it hurts or is at our personal expense.

In fact, the first rule of operation at Merit is the golden rule found in Matthew "So in everything, do to others what you would have them do to you We work in the client services business, and the client is royalty. We will strive to be memorable any time we interact with clients. Merit operates as an ensemble practice.

Meaning, we are a team of financial advisory professionals that relies on the team rather than an individual to service and manage client relationships. Because of this our collective behavior focuses on the team goal rather than individual agendas.

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We will always strive to communicate openly, honestly and transparently with clients, the community and with each other. Constant and never-ending innovation and improvement. Never settle! How can I be more efficient and get more done with less? That means research on the industry and marketplace, regular planning meetings as a team and and check-ins. We believe it is critical to have intellectual curiosity and to be committed to lifelong learning.

No matter how proficient anybody becomes in his or her respective role, there is always room to learn and improve. This learning can come from formal education, professional programs, or simply from being open to another way of viewing things. We encourage and set goals around self-learning. Jeff MeritWealth. Previous to forming Merit Wealth Management in , Jeff was a partner at a investment firm in Salem, Oregon and a financial advisor in Southern California.

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Since beginning his career in the financial services community as a stock broker what he now jokingly refers to as the "dark-side" , he has taken ownership of every aspect of the model financial planning practice, from the operational details to the most strategic concepts. After working for large brokerage firms for several years Jeff began his most profound period of accomplishments as a fee-only Registered Investment Advisor firm representative.

Jeff grew up in Southern California. Jeff is an active member of several professional and not-for-profit organizations and currently serves as a member of the board of directors and treasurer for Seven Peaks School in Bend. For over ten years Jeff has been a regular speaker for various business, medical and dental group events. His mission with Merit Wealth Management has been to build a firm that becomes a renowned destination of ideas, insights, and intelligence that enables business owners, doctors, and their families to make better decisions about their future.

Jeff enjoys spending time with his wife and two children as well as spending time outdoors near his home in Bend, OR.

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Our fundamental premise is that we believe in the value of comprehensive professional wealth management. We see this value every day at work with our clients. Our purpose is to help clients determine what is important to them and bring congruity between their actions and their values.

Our aspiration is to build a committed relationship with our clients and sustain this relationship over their lifetime. Grant MeritWealth. Grant supports Jeff in the development and delivery of our clients' financial plans. Prior to joining Merit Wealth Management in , Grant spent time as a support advisor for two fee-only firms in his home state of Ohio.

Grant further lives out his passion for financial education by running a personal finance website for recent college grads, serving on local advisory boards, and regularly speaking to young professional organizations. Outside of the office, you can find him on a basketball court with friends, spending time with family, or budget-traveling somewhere new. Allen MeritWealth. Caitlin MeritWealth. Caitlin provides client service and operational support for the Merit Wealth team.

Prior to joining the Merit Wealth team, she handled business operations for an engineering consulting firm and community management and development of a local start-up. Outside the office, you can find her spending time with friends and family, swinging kettlebells, ballet dancing, or racking up miles on her hiking boots. Tamara MeritWealth. Many of our clients view us as their financial quarterback or personal CFO.

The services offered to wealth management clients are tailored to encompass all the facets of ones' finances and to provide peace of mind for those clients and their families. Our discovery process ensures that your advisor has had an in depth discussion with you about your specific goals. Our wealth management service focuses on the following five topics:. Building an ongoing relationship with you is integral to all that we do.

We believe in the value of comprehensive financial planning. Financial planning is one of the most important services that successful people use to create an extraordinary business career and personal life. Comprehensive financial planning integrates all key areas of your financial life. Is your asset allocation appropriate and customized?

Medical & Business Asset Protection - MOROF 9-28-17 Presentation

Are your investments performing comparably to their benchmarks? Were your annual contributions or distributions on target? Have you set aside enough cash for purchases to be made in the next three years? The first edited collection of scholarly essays to focus exclusively on An Collins, this volume The first edited collection of scholarly essays to focus exclusively on An Collins, this volume examines the significance of an important religious and political poet from seventeenth-century England.

View Product. A sustaining work of art. Essays by Food and Agrarian Orders in the World-Economy. The emergence of a world economy depends on the reorganization of agriculture and food systems The emergence of a world economy depends on the reorganization of agriculture and food systems to provision the work force and the industries associated with the division of labor. This work emphasizes the central role played by food and agriculture Forever Faithful celebrates the history of Cornell hockey, focusing on twenty-four memorable games played by Improving teacher quality in early education is a major part of ensuring young children's school Improving teacher quality in early education is a major part of ensuring young children's school readiness and closing the achievement gap.

This is the book decision-makers and administrators need to begin developing coordinated, effective teacher quality systems—ones that not only Fundamental Theories in Physics.

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This volume includes the papers presented during the high energy session of the first Orbis The Orbis met from January 7th to 12th, for the purpose of Fisher K. Michael Gaerte Jeremy P. Gerch Carmin D.


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