How First Merchants Investment Services can help you
The continued growth and preservation of your assets are important to your future. Successful wealth management begins with establishing a financial blueprint. We will work with you to outline your short and long term goals. Factors that should be considered include:
- Time Horizon
- Risk Tolerance
- Income and Liquidity Needs
Our Investment Advisory Process
We Establish Core Values & Financial Goals.
We discuss your concerns and hopes for the future and we help you to define and quantify your goals. We work with you to prioritize these goals.
We Gather Financial Information.
We gather all relevant information through documentation and discussion.
We Analyze Information and Create an Investment Plan.
We identify strengths and weaknesses within your current investment plan and build solutions.
We Present the Investment Plan and Advise.
We design a set of strategies tailored to your circumstances and goals. We present this plan to you and adjust as necessary.
We Implement Financial Planning Strategies.
We work with our team internally and externally to execute your investment plan.
We Review Progress.
We evaluate the performance of all investment vehicles being used. We regularly review changes to your circumstances that would affect your plan or goals.
Check the background of Cetera Investment Services or any of our Investment Consultants on FINRA’s BrokerCheck.
*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with First Merchants Bank where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Registered location: 200 East Jackson St, Muncie, IN 47305 1.866.238.0082.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.