There are many important milestones that families experience, including: marriage, divorce, career change, children, retirement, home purchase, education, and more.  These events represent both the joys and the challenges of life. With a vested interest in our clients’ long-term success, we work diligently to ensure they are prepared to meet life’s milestones:

How much do we need to be setting aside for retirement now?
How much do we set aside for our child or grandchild’s education?
How will a job change at this point in our career effect our retirement planning?
Can we afford to have a second home?
What insurance coverage do we need to protect our family and assets?
What tax efficient investment strategies are available?
How do we create a new roadmap for my own retirement after divorce?
When is the best time to refinance or upgrade our home?
With retirement approaching, plans must be adjusted to protect your assets and strategies put in place to provide you with the retirement income you need. We work with our clients to help them address many important questions as they approach retirement:
 
As we approach retirement, how should we adjust our investment strategy and savings plan to optimize income in retirement?
What tax efficient investment strategies are available to help minimize taxes in retirement?
How do we incorporate the timing and options of pension and social security income streams into our planning?
How do we prepare for health care costs in retirement and should I enroll in the Traditional Medicare option or the Medicare Advantage?
How do we reduce market volatility as we approach retirement?
How do we incorporate the effects of inflation on our retirement spending needs?
How do we prioritize our goals and ideal retirement scenario into a cohesive retirement plan?
We continue the investment planning process throughout retirement to protect, preserve, and manage your assets to create the income you need to enjoy retirement. We continue to work with our clients to address financial questions, including:

How do I establish my budget now that I have stopped working?
How often should I review and adjust my investment/income plan?
Are there ways to boost my retirement income?
What investments are available to help minimize my taxes?
What are my insurance needs in retirement?
How have my estate plan and charitable gifting plans changed?
How can I put together a legacy plan for distributing my estate according to my wishes?


Wells Fargo Advisors Financial Network is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.

We can help make complicated things more clear, know the right questions to ask, and listen for the answers.

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Meridian Wealth Management Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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