Meritage Financial Group

At Meritage Financial Group, we are a team of dedicated Certified Financial Planners who are passionate about providing Security for Life to our clients. Our team of experts has years of experience in providing comprehensive financial planning, income modeling, exit strategies, and insurance planning to individuals and businesses. We understand that every client's needs are unique, and we take the time to listen and understand their goals and aspirations.

Our Team

Our team of experts, led by Shane Edmison, CFP, has a proven track record of providing honest and unbiased advice to our clients. We believe in building strong relationships with our clients, and we take pride in our ability to provide Security for Life. Our team includes experienced professionals who are committed to continuing education and upholding the highest standards of professionalism.

Our Services

We offer a range of services designed to provide comprehensive financial planning and management to individuals and businesses. Our services include:

• Financial Planning: We provide comprehensive financial planning that evolves over time, taking into account our clients' changing needs and goals.
• Income Modeling: We help our clients model their income during retirement or exit strategies from a business.
• Insurance Planning: We provide needs-based insurance planning and custom tailored solutions for our clients' personal and business goals.
• Investments: We offer asset management services that require attention to detail and constant monitoring to ensure our clients' investments are aligned with their goals.

Our Approach

At Meritage Financial Group, we believe in taking a comprehensive approach to financial planning. We understand that every client's needs are unique, and we take the time to listen and understand their goals and aspirations. We provide honest and unbiased advice, and we are committed to continuing education to ensure that our clients receive the best possible advice.

Why Choose Us

We believe that our commitment to providing Security for Life sets us apart from other financial planning firms. We are dedicated to building strong relationships with our clients, and we take pride in our ability to provide comprehensive financial planning and management. Our team of experts has years of experience, and we are committed to continuing education to ensure that our clients receive the best possible advice.