We live in a fast paced, constantly changing world. One of my responsibilities is to help my clients maintain their financial focus, so that they can plan for things that are important to them and their families. My staff and I work diligently to provide our clients with a high level of quality in financial planning, advice and service.
Specialties:Retirement and Estate planning are areas of focus.
Things you should know:
I am not a captive agent. My first interest will always be to adress your specific needs. Products and services may be combined from a few companies to help potentially maximize goals and objectives.
- Check out my background at www.finra.org/Investors/ToolsCalculators/BrokerCheck
- Check out my licensing at: http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx
- Check out my feature in Proactive Advisor Magazine http://proactiveadvisormagazine.com/don%20meredith/