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Text Content

Select which lists you would like to receive email communications from.

Email Address







 2023 TX Client List



 2023 Ladies Lunch



 2023 Texas Prospect List



 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.



 Financial Planning Periodic information about financial planning concepts and
solutions



 Retirement Planning Periodic information about important retirement planning
strategies



 Wealth Management Periodic information about key wealth management strategies



 Newsletter



 Monthly Market Update An in-depth investment analysis of what we’ve seen in the
last month of the market



 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.



 Widowhood Periodic information about financial planning for widows



 Wilton Area Client List



Opt out from all email communications



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