Justin D. Merritt is the founder and owner of RetireVEST Financial Solutions, LLC., a goals-based financial services firm that focuses on bridging the gaps between our clients’ current financial situations and their financial goals, wants and needs.
For more than 20 years, Justin has helped clients and other financial professionals build retirement income plans and has work for well-known financial firms including Nationwide Insurance and Prudential Annuities.
Early in his career, the stock market suffered two larger drops, the first being the “tech bubble” of the early 2000’s and later, the recession of 2008. It was during these times where Justin witness the pain and life changing effects of an untimely substantial market downturn, but also, gained valuable experience and knowledge around risk management strategies that can to help minimize the impact of these large market loses.
He earned a degree in Financial Planning from Franklin University in Columbus, Ohio and is a licensed insurance agent and investment adviser representative in the state of Texas.
He and his wife live in Katy, TX where they enjoy volunteering with local animal rescue organizations and supporting the live Texas music scene.
Our mission at RetireVEST is simple. We strive to help our clients’ replace their anxiety with a feeling of certainty when it comes to meeting their financial goals, wants and needs.
“Finance is about people”
We believe that finance is about people. Financial situations are as unique to you as your finger prints. We look forward to discussing your individual situation and a strategy to get you where you want to be.