Welcome to Meridian Financial Partners

Financial Solutions for a lifetime

If there is one thing busy and successful people lack, it’s enough time in the day.  Whether you are a Retiree, Executive, Business Owner or Corporation, planning for the future usually takes a backseat to everyday life.  Making meaningful and informed financial decisions on your way to achieving you or your company’s financial goals can’t wait until tomorrow.

So how do you wade through all the financial products and companies that exist?  You look for a trusted, knowledgeable team of advisors that can provide you with objective ongoing advice.  You look for someone who listens and understands the specific outcome you desire.  Then you go back to doing what made you successful in the first place….and go back to living life.

WHAT WE OFFER

FINANCIAL
PROTECTION

Protecting your household income from a disability or perhaps an unexpected death is vital in achieving your goals in any climate and also remains the foundation of any financial plan.

BUSINESS
PLANNING

Owning a business usually has an end date.  Do you have a succession plan?  Are your protected in the event one of your key people or owners passes away?  Have you made sure your benefits enahcne your opportunity to attract key talent?

RETIREMENT
PLANNING

The goal of retirement is to continue getting a paycheck without showing up for work.  What is your income strategy and how are you protected so you can live the retirement you desire?

LEAVING YOUR
LEGACY

While estate planning is one of the most overlooked pieces in any plan, it can sometimes be the most powerful.  Do you wish to leave funds to your children or grandchildren?  Maybe you have a charity that you’ve worked with.  Leave the legacy you want