botsfordfinancial.comBotsford Private Wealth | Merit Financial Advisors

Skip to content Complimentary Consultation ı Careers ı Client Portal ı Disclosures 866-628-3508 Complimentary Consultation ı Careers ı Client Portal ı Disclosures 866-628-3508 Home About Locations Alpharetta, GA Birmingham, AL Boynton Beach, FL Charlotte, NC Dallas, TX Davidson, NC Jacksonville, FL Sandy Springs, GA Southlake, TX Wilton, CT Worksite Financial Wellness Branch Our Philosophy FAQ Independent Advisor Partners Our Services Divorce Services Loss of Spouse Wealth Management Financial Wellness Independent Advisor Partners Our Partner Firms Botsford Private Wealth Financial Development Systems Kirsch & Associates SHARP Advisors Resources Events Blog Questionnaires Calculators Video Market Updates Contact Us Main Menu × Home About Locations Alpharetta, GA Birmingham, AL Boynton Beach, FL Charlotte, NC Dallas, TX Davidson, NC Jacksonville, FL Sandy Springs, GA Southlake, TX Wilton, CT Worksite Financial Wellness Branch Our Philosophy FAQ Independent Advisor Partners Our Services Divorce Services Loss of Spouse Wealth Management Financial Wellness Independent Advisor Partners Our Partner Firms Botsford Private Wealth Financial Development Systems Kirsch & Associates SHARP Advisors Resources Events Blog Questionnaires Calculators Video Market Updates Contact Us Contact Us Botsford Private Wealth Botsford Private Wealth is a comprehensive wealth management division that services clients in more than 30 states. Specializing in asset protection and risk management allows us to help high net worth individuals utilize their financial resources to pursue their aspirations for themselves and their loved ones. We understand the complex needs of affluent corporate executives and professionals. Our mission is to provide help in the areas of highly concentrated company stock option programs and the implications of applicable incentive programs. We serve a wide variety of successful individuals, including, business owners, corporate executives, athletes and individuals experiencing major life events. Our team is here to build a relationship with you and your family. As appropriate, we work with your adult children and beneficiaries throughout the planning process. Our array of financial services are centered on your personal growth and personal goals. Our Botsford Private Wealth Division originated from Botsford Financial Group. Erin Botsford is the founder of Botsford Financial Group, established in 1989. To learn more about Erin Botsford and the Private Wealth division, click here. Would you like a free copy of Erin's book, The Big Retirement Risk? Click the button below to request your complimentary copy. Request Your Copy We focus on providing reliable and professional financial advice by establishing a genuine and long-lasting relationship with our clients. Want to access our Private Client Vault? Click Here Need to make an online payment? Click Here Comprehensive Financial Planning Our clients enjoy the satisfaction of knowing relevant assets will be accounted for and available strategies will be considered. Using sophisticated planning tools, we provide a fully-integrated approach in identifying methods to produce a customized strategy. Comprehensive Financial Planning Merit understands your financial plan needs to be able to adapt to your ever-changing circumstances. Known for the thoroughness of our work, each step of our planning process is part of an established and refined system to avoid missing any steps or taking any shortcuts. Our clients enjoy the satisfaction of knowing relevant assets will be accounted for and available strategies will be considered. Using sophisticated planning tools, we provide a fully-integrated approach in identifying methods to produce a customized strategy. Estate Planning : We offer an in-depth educational session and review of any current estate plan. After our initial meeting we will work to assess and maintain existing plans, including account titling and beneficiary designations. Strong emphasis is placed on taking full advantage of estate tax reduction strategies as well as seeking to protect assets for survivors from future divorces, liability suits, creditor situations or bankruptcy issues. Insurance Planning : Our team will perform an insurance needs analysis including in-house design and implementation. This may include the following types of insurance: life; term; disability; health; property and casualty. We will perform an impartial, consultative analysis to help determine whether your insurance still meets your needs and is cost-effective. Tax Minimization : We work with your CPA to help you make wise tax decisions. Together, striving to optimize your tax reduction strategies, maximizing your options. Contact us to schedule a complimentary consultation! Our Strategy Asset Protection Through our comprehensive and customized process, we will address your current financial circumstances and map out a vision for the future. Our team will persist in helping protect what you already have, while looking for ways to capitalize on new and exciting opportunities. Asset Protection Through our comprehensive and customized process, we will address your current financial circumstances and map out a vision for the future. Our team will persist in helping protect what you already have, while looking for ways to capitalize on new and exciting opportunities. Throughout this process, we listen intently, assess your needs, and help you create a path that leads you toward your desired outcomes. Contact us to speak with one of our trusted advisors! Are You Protected? Risk Management We will strategize ways to help reduce potential exposure to loss suffered from unforeseen events. Risk Management Our relationship begins with addressing potential risks and offering a variety of approaches to help protect you and your family. Adult children driving cars, renters getting hurt on vacation properties, and the risks of long-term care for yourself and your loved ones are just some of the challenges that many of our clients face. As such, we try to identify strategies to help prevent the loss of your valuable assets due to legal and other circumstances beyond your control. We will strategize ways to help reduce potential exposure to loss suffered from unforeseen events. Contact us to speak with one of our trusted advisors! Risk Management Strategies Investment Management Our investment committee is focused on pursuing solid investment returns that strive to meet your overall financial objectives. Investment Management Our investment committee is focused on pursuing solid investment returns that strive to meet your overall financial objectives. They are supported by our investment department, which handles all trading and investment strategies. Contact us to learn about our Investment Philosophy Our Philosophy Young Professional Planning We have an entire program designed for young professionals who want to plan for their futures. Young Professional Planning You are young and moving up in the world! You want to get a head start on life and want to make sure all of your ducks are in a row. We have an entire program designed for young professionals who want to plan for their futures. Contact us to learn about our Young Professional Planning program. Achievers Club Merit Financial Advisors At Merit, planning for what matters to you is our job. We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential. ​866-628-3508 Disclaimer Check the background of your financial professional on FINRA's BrokerCheck Securities offered through LPL Financial, member FINRA / SIPC . Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC, Merit, Merit Financial Advisors, Botsford Private Wealth, Worksite ...