Who We Serve
We Work Towards Long Term Relationships
At Meridian Financial Partners, we are happy to serve anyone who wants a long-term relationship with us for financial planning and investment management. That being said, the majority of our clients generally fall into one of these five categories.
Nearing Retirement
nearing-retirementAm I ready to stop working?
For many people, planning your retirement is about doing the things you’ve always wanted to do: travel the world, golf as much as you want, spend as much time as possible with your grandkids. But it doesn’t end there.
Retirement planning is about setting you up for the life you want to live, whether you’re going on a European cruise or just grabbing coffee with a friend.
We can help you address common questions and issues that arise when planning for retirement, such as:
- When can I retire?
- When will I be financially independent?
- How much will I need and how do I get there?
- When should I claim Social Security
- How can I reduce my taxes?
- Where should I live?
- How can I cover the increased costs of healthcare that commonly come with retirement?
- How do I avoid running out of money?
- How should I handle estate planning needs?
If you’re near or in retirement, we can help you find peace of mind by providing guidance on everything from minimizing taxes to maximizing your Social Security benefits.
To learn more about how we serve people nearing retirement:
Or visit our Services Page
Retirees
retireesAm I going to run out of money?
Retirement is about doing the things you’ve always wanted to do: travel the world, golf as much as you want, volunteer for causes you care about, spend as much time as possible with your grandkids. But it doesn’t end there.
After you retire, you may struggle in areas you never have before, like purpose, community and physical health.
We can help you address common questions and issues that arise in retirement, such as:
- When should I claim Social Security? When should my spouse?
- How can I reduce my taxes?
- Where should I live?
- How can I cover the increased costs of healthcare without knocking my retirement plan out of balance?
- How do I avoid running out of money?
- How should I handle estate planning needs?
If you’re retired, we can help you find peace of mind by providing guidance on everything from minimizing taxes to maximizing your Social Security benefits.
To learn more about how we serve retirees
Or visit our Services Page
Small Business Owners
small-business-ownersHow can I stay on top of everything?
Every day, you’re spinning countless plates, both at work and at home. From revenue to benefits to hiring, you have more than enough to worry about.
We get it, because we’re business owners, too. We’ll help bring order to your personal and professional finances, serving as a trusted partner who can help keep everything on track.
You might fit in this category if you find yourself asking questions like:
- What benefits can I afford to offer my employees?
- What is my business worth?
- How should I insure my business (and myself)?
- How can I set myself up to sell my business successfully?
- How can I minimize my tax burden, both at home and at work?
To learn more about how we serve small business owners
Or visit our Services Page
Next-Chapter Women
Next-Chapter-WomenHow will I navigate this next phase of life?
Life comes at you fast. Knowing what to do next after a big transition can be overwhelming, especially when you’re entering unknown territory, such as a new career, death of spouse or divorce.
Regardless of what life throws at you, we can help serve as your partner so you can take a step back and figure out what’s next.
You might fit in this category if you find yourself asking questions like:
- How can I make wise decisions in the midst of an emotionally difficult time?
- My former spouse handled all the finances – how can I sort everything out?
- How can I re-enter the workforce after taking a long break to raise my children?
- What updates should I make to my estate plan after my spouse passes away?
- How can I minimize my tax penalties during this phase of life?
To learn more about how we serve next-chapter women
Or visit our Services Page
Wealth Builders
wealth-buildersSaving a million dollars? I don’t even know where to start!
When you’re just starting out, saving enough money for retirement can seem like an impossible task. We love helping wealth builders break down the accumulation path to simple, achievable steps that make it seem achievable – even easy.
You might fit in this category if you find yourself asking questions like:
- How much money do I need to save to retire at ___?
- How should I invest my money?
- Can we afford to buy a new car right now?
- How can I invest in a tax-efficient way?
- All my friends are investing in _____, should I too?
If you’re ready to start saving money like you mean it, we can help you clarify your values, set goals, and build a plan that can help get you where you want to be.
To learn more about how we serve young wealth builders
Or visit our Services Page
Start Your Journey Today.
Is there something Meridian can clarify for you? Help is just a phone call or email away. Call us at (540) 878-5416, or use Calendly to schedule a meeting with one of our advisors today!