Meridian Wealth Advisors
Financial Planning - Fee for Service
Retirement Planning
Identify your income needs based on your needs and develop an accumulation and distribution strategy to mitigate your taxes and seek to ensure the longevity of your assets throughout retirement.
Estate Planning
Develop an estate strategy to help you protect and preserve your legacy.
Workplace Benefits Optimization
Understand and seek to maximize your workplace benefits such as 401(k)s, employer stock plans/ RSUs, non-qualified deferred comp, ESPP, HSAs, Pension Plans, and more.
Tax Mitigation Strategies
Manage taxes effectively, considering both the short and long-term to help you minimize your current & lifetime tax liability.
Cash Flow Analysis
Optimize your cash flow by analyzing your current cash inflows and outflows and develop a strategy to best direct your resources.
Education Planning
Prepare you for the future cost of education and develop a plan to help you manage the cost of education for your children while minimizing the burden of debt.
Advanced Insurance Architecture
Life insurance can be a critical tool in risk management, having the proper policies in place can aim to protect loved ones from life’s unforeseeable circumstances.
Business Owners
Navigate the unique financial challenges and opportunities of owning a small business with personalized financial guidance.
