Why Use A Financial Planner
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Managing Finances: First and foremost, a planner can examine your personal situation, identify objectives and make specific recommendations. At Meridian, this approach is customized to meet individual needs.
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Planning for Retirement: What does it mean to you? How can you achieve your goals? At Meridian, we assist clients with retirement planning, at every stage of their lives.
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Funding For College: Besides funding with investment options, taxes and financial aid need to be determined. From the time a child is born, their future educational needs are assesed and planned.
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Facing a Financial Crisis: Unexpected events, from illness to job termination, require immediate attention. Meridian has and continues to provide immediate planning assistance to clients facing an unexpected crisis.
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Career Advice: Over time, career-related assets including compensation, stock options and retirement will require consideration. Clients receive continual assistance in financing these types of assets.
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Running a Business: Help is available for everything from compensating employees to a succession plan. Meridian assists clients with their financial requirements for pension planning and business succession.
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Insurance: An agent sells products; a planner goes further by analyzing needs and goals. Meridian makes sure it's serving only your needs and protecting your assets.
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Estate Planning: Trusts, wills and life insurance are amoung the areas where a planner can help. Meridian assists clients in planning the financial details of the transfer of assets, for tax minimization.
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Meridian Advisory provides personable and confidential assistance, individualized for every client.
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Can we assist you in answering questions you may have with regard to using a Financial Planner?
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Northern Michigan
(231) 237-9715
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Southeast Michigan
(248) 390-7252
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www.Meridian-Advisory.com
A service of Meridian Advisory Services, LLC
Registered Independent Investment Advisors and Certified Financial Planners
Devoted to the protection of your wealth and growth of your assets
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