For a free insurance quote call us @ (502) 893-1727. Or fill out the attached quote sheet completely and fax to (502) 893-1726.

Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc.  Merit Harbor Advisors, LLC, SM&R, and BFC Planning, Inc. are independent entities.

There are risks associated with investing, and different types of investments involve varying degrees of risk, which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. There can be no assurance that any specific investment strategy will be profitable. Carefully consider the risks and possible consequences involved prior to making an investment decision. Merit Harbor Advisors, LLC, SM&R, and BFC Planning, Inc. do not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax or legal implications.

Copyright 2016. Merit Harbor Advisors,LLC. All rights reserved.


In an increasingly complex financial climate, it's important to have a crew that has navigated the waters before. At Merit Harbor, we see the financial and insurance landscape through experienced eyes. Our stewardship, resources and planning tools provide financial services and insurance solutions that make the most sense for you. As your advisors, we’ll help make course corrections should your destination change, ask the right questions, and keep you informed of your progress toward a future of fair weather and calm seas. It's not the destination, it's the journey and Merit Harbor Advisors will man the compass.

Merit Harbor Advisors in Louisville, KY Helping You Navigate Your Future