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About Us
Meridian Financial Group, Inc. specializes in financial planning, retirement planning consultation, and investment advisory services. We seek to develop long-lasting relationships with our clients, gaining their respect and trust. Our staff of financial professionals is dedicated to assisting our clients toward meeting their goals and dreams.
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Our Philosophy
We believe in taking a client-centric approach, listening first to understand each individual’s or business’s unique needs, goals, and aspirations. Through tailored financial planning, investment advisory services, and retirement program consulting, we strive to provide thoughtful strategies that evolve with life’s changes.
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Our Process
A strong planning process is the best way to create a more financially sound plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Services
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating the desired retirement lifestyle, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth in pursuit of your financial goals.
*Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Small Business Retirement Plans
The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan. The SEP and SIMPLE were designed for businesses with less than 100 employees and are less costly to administer than a 401(k).
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Our Team
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