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AN INTEGRATED APPROACH TO  A GREAT FINANCIAL LIFE 

AREAS OF FOCUS:

<strong>ASSET PROTECTION</strong>

ASSET PROTECTION

The world is full of threats. Some act like erosion and come in the form of taxes,
inflation and interest costs. Others are more devastating. They entirely disrupt
the flow of income either temporarily or permanently. All people face threats,
however, not all have considered or examined the corresponding consequences.
With our experience, people identify, prioritize and transfer the consequences of
threats.

<strong>RETIREMENT PLANNING</strong>

RETIREMENT PLANNING

Traditional methods of retirement planning promote the hoarding of your nest egg and sprinkle off some interest each and every year for enjoyment with little, if any, margin for error. This method forces retirees to take undue risks by chasing market returns, limiting access to principle distributions and discourages the full enjoyment of retirement. Meridian strives to create retirement strategies that allow for the full utilization of your assets while satisfying eventual legacy objectives.

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<strong>INVESTMENT MANAGEMENT</strong>

INVESTMENT MANAGEMENT

You can invest just about anywhere today.
Apps on your cell phone, online brokerages, Robo advisors or local brokers. 
Our value is simple. We help manage our clients' behavior from making bad 
decisions, build tax-efficient diversified portfolios and implement low cost 
investments.

  

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<b>ESTATE PLANNING</b>

ESTATE PLANNING

Transferring your wealth to your family and charities is profoundly personal. Helping design your estate plan to pass your wealth to who you want, when you want, how you want with tax and fee avoidance is a passion we have. We work in work in tandum with your Attorney and Tax Advisor or Accountant to coordinate your estate plan to include one or multiple generations and any charities you hold in high regards.

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<b>BUSINESS STRATEGIES</b>

BUSINESS STRATEGIES

The startup and management of a small business is a  fierce frontier that
requires financial advice from advisors who are deeply entrenched in the
particularities of legal, tax and structures that drive business value. Our 
firm gives you a holistic approach so your company can get the best 
competitive  advantage. We create exit plans that allow owner's to sell a
business when you want, for the money you desire to the person you choose.   


<strong>EXECUTIVE AND GROUP BENEFITS</strong>

EXECUTIVE AND GROUP BENEFITS

Hiring and retaining high-quality employees is one of the most difficult challenges a growing business faces. Creating compelling benefits and compensation packages for your prized people is an art. Our team balances costs, provides high-quality benefits and assists you in communicating it all to your employees.

<strong>COMMON THEMES</strong>

COMMON THEMES

Each and every conversation we engage in with clients have several themes
that remain constant. Tax avoidance when possible and tax efficiency are necessities.
We are fee conscious in any investments/ products we implement. We work to reduce
 risk in the lives of our clients. This occurs not only in the strategies we build,
but also the companies that represent the products we utilize. 



FEE ONLY ADVISING

FEE ONLY ADVISING

If you prefer to manage all aspects of implementing your financial plan on your own, are looking for something to outline the path for you to execute, we develop financial plans for a fee.  

<strong>LIFE PLANNING</strong>

LIFE PLANNING

We discuss and advise on several other scenarios that a person is likely to encounter
at some point in their lifetime. They include, but are not limited to getting married, 
having children, buying your home, buying your vacation home, planning to pay 
or finance your child's college education, cash-flow management and 
debt-reduction strategies.





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