Mergent Group

Douglas Heagren, CFP

We are ready to assist you

call(972) 590-8808 x 105

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Are you approaching retirement? Or already retired?
Consider The Income for Life Model®. It's an investment strategy with the objective of providing inflation-adjusted income for life.

Please watch the movie or request a Personalized Analysis.

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The Income for Life Model® was recently written about in Kiplinger Personal Finance. You can read the article by clicking here.


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Upon request, you will be sent a custom-tailored analysis for The Income for Life Model® strategy.

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interactive tools

Interactive Tools

If you've changed jobs or experienced a job loss, making good decisions about your old 401(k) is truly important. A Rollover IRA may offer significant advantages.

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Mergent Group
Douglas Heagren, CFP
17300 N Dallas Pkwy Ste 2065
Dallas, TX 75248

Tel: (972) 590-8808 x 105
Fax: (972) 590-8808

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