Customized for each client and participant, our financial planning exemplifies Meridian’s intensely personalized service.
Investing with Intention
We partner with you to create a personalized investment strategy that specifically and intentionally works to achieve your goals. We believe investing needs to be done with intention and purpose. We craft an investment strategy that is built specially to help you achieve your goals.
Managing Risk
Managing risk is incredibly complex. We will guide you to a strategy that is a comfortable fit for your family. We review from a cash flow perspective what your needs are, then determine if your needs are covered. Although we do not sell products, we are experts in evaluating the suitability of your insurance needs.
Planning for your Home & Family
Our advisors assist you withm navigating the financial choices presented in every phase of life.
• Upsizing and downsizing homes
• Managing mortgages, student loans, and other debts
• Planning for your children’s and grandchildren’s educations
• Caring for loved ones as they age
• Managing finances pertaining to marriages, divorces, births, deaths, and blended family arrangements
• Upsizing and downsizing homes
• Managing mortgages, student loans, and other debts
• Planning for your children’s and grandchildren’s educations
• Caring for loved ones as they age
• Managing finances pertaining to marriages, divorces, births, deaths, and blended family arrangements
Managing your Legacy
You’ve worked hard to build your nest egg; let us help create a plan for generations. Many times it is difficult to discuss and plan for the next generation. Meridian is experienced in developing strategies that meet the needs of your family. We partner with your legal team to develop a comfortable strategy for you.
Transitioning to Retirement
We walk side-by-side with you as you enter the next season of life.
• Developing a comfortable spending plan
• Projecting how long your money will last
• Minimizing your taxes
• Managing retirement plan distributions
• Optimizing your Social Security benefits
• Developing a comfortable spending plan
• Projecting how long your money will last
• Minimizing your taxes
• Managing retirement plan distributions
• Optimizing your Social Security benefits
MADE FOR YOU
Financial Planning
As an independent trust company, we serve as a Fiduciary, which means that we are held to a higher level of responsibility, accountability, and care than most investment managers. We take that responsibility very seriously. We aim to create a financial plan that takes into account your circumstances to help you reach your personal financial goals.
Let Us Take Care Of You.