Botsford Financial Group has recently partnered with Merit Financial Advisors. Merit has experience working with clients who had spent their careers in the telecommunications industry – specifically, working for AT&T. Together our teams are better equipped to serve the telecommunications industry. The specific services we provide include the following:

  • Completing a Behavioral Finance Analysis to guide financial and retirement planning decisions
  • Creating and monitoring income and budget projections
  • Assisting with tax planning and tax reduction strategies
  • Managing 401 (k) retirement and other investment accounts
  • Helping conduct pension research while handling pension plan documentation
  • Reviewing health and life insurance policies and offering advice accordingly
  • Stress testing budgets and spending plans in light of large and unexpected expenses
  • Reviewing and maintaining estate plans, including account titling and beneficiary designations
  • Assisting with the Medicare process
  • Helping plan Social Security distribution strategies that seek to optimize benefits

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