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Meridian Financial Partners
Who We Serve
Individuals & Families
Investment Portfolio Planning
Deconstruction analysis
Risk tolerance profile
Portfolio manager research
Asset allocation construction
Develop investment policy statement
Insurance & Risk Management
Needs assessment
In-force illustration
Cost assessment
Insurance company search
Retirement Income Planning
Income needs assessment
Identify retirement income goals
Stress test retirement income funding
Education Funding Strategies
Education cost assessment
529 funding
Business Owners & Institutions
Business Succession Planning
Generational transfer planning
Liquidation strategies
Qualified Retirement Plan
Design and implementation
Employee education
Restricted Stock & Stock Option Transactions
Cashless stock option exercises
Restricted stock transactions
Investment Portfolio Management
Develop investment policy statement
Asset allocation construction
Performance Reporting
Investment manager research
Deconstruction Analysis
Cash Management Strategies
Laddered CD's
Laddered treasuries
Asset backed line of credit
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