Meridian Advisory Services, LLC is a personal and business fee-only financial planning service. Meridian's approach provides a customized, detailed process to allow a step- by- step execution of the customer's financial plan.
By incorporating our 30 years of experience, we assist clients in the financial planning process to enable them to achieve their lifetime goals. We also support the client in monitoring progress toward achieving their plan. If personal situations change, we reevaluate and modify the customer's plan to adjust to their revised objectives. Since we are a "fee-only" planning service, we can provide an impartial recommendation concerning investment and insurance products available to support achievement of plan goals.
You can call (231) 237-9715 or send an e-mail to jamescar@meridian-advisory.com to schedule a meeting. Initial consultations are always free.
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