Broker Check

How We Can Help

Investments & Insurance

Investments

Investments

Retirement Planning

Brokerage Accounts

Qualified Plans

401k Profit Sharing Defined Benefits

1031 Exchanges and 1031 DSTs

Alternative Investments

Stocks 

Bonds 

Annuities

Real Estate Investment Portfolios

Insurance

Insurance

Life Insurance

Medicare

Our Goal Is To Make Your Financial Life Simple.

rolson@meritaf.com   |  541.756.2252

Schedule a Meeting Today

Financial Advice and Tax Planning Aimed at Helping You to, Simply Live.