BROKERAGE

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.

Current clients click here to log in to your Cetera Investment Services accounts.

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 CFG STC Insurance Agency LLC), member FINRA/SIPC . Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution 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 (866) 238 0082