Our Team

Agent Name

Larry Goldstein

Larry and his team at Meridian have been designing strategies to help his clients preserve, protect, and pass on their wealth for over 15 years. He specializes in retirement income planning for clients who want to ensure they do not have more risk in their retirement portfolios than they are comfortable with. Many of these people are close to retirement age, but their financial portfolios are NOT ready for a retirement that could last 25-30 years!

Larry is committed to designing, implementing, and regularly reviewing every aspect of his clients' plans. Each portfolio is actively managed to meet client needs and objectives. Larry works closely with accountants and estate planning attorneys to ensure his plans are designed in the most tax-efficient ways, to ensure taxes are minimized and legacy is maximized.

He works diligently to help people protect their assets from market downturns and create lifetime income that people are ensured to never outlive! This has been Larry's passion. He has been quoted and interviewed on numerous media outlets, including Kiplinger's, Yahoo Finance, Fox News, Reuters, CBS, and the Miami Herald, educating people that the "status quo" of retirement planning has major flaws and no one should be subject to, or experience, another severe market downturn as we saw in the financial crisis of 2008-2009!

Larry feels so rewarded to enable his clients to implement plans to protect assets they have taken a lifetime to accumulate. His "Retirement Readiness" financial process helps his clients manage risk and generate secure income from their 401(k)s, IRAs, and savings. He graduated from American University in Washington D.C with a degree in finance. He lives in Boca Raton, Florida with his 22-year-old twins and enjoys boating and bike riding.

Fla. Dept. of Financial Services license P219836

Call us today to see how we can help!
(561) 576-7737

Jessica Bourland is the Executive Assistant for Larry Goldstein. She greatly enjoys working with people and is passionate about helping clients and creating lasting relationships. In her previous experience as an Administrative Assistant for a leading financial advising firm, she learned to tailor her customer service skills to the needs of the industry, a customer centric focus, and assisting in all areas where a commitment to confidentiality

and security are of the utmost importance. Jessica is also passionate about nature and can be found enjoying the great outdoors with her family on her days off. This enthusiasm and energy carry over to her enjoyment of working with clients to diligently find the answers they need.­

Jessica
Bourland

Meridian Retirement Solutions

Executive Assistant

Meredith
Johnson

Meridian Retirement Solutions

Client Relationships Manager  Customer-Centric Leader 
Dynamic Service Professional

Meredith Johnson is a sales and marketing executive with over 10 years’ experience in brand-building and fostering strong customer relationships.

Her career is marked by an unwavering commitment to a customer-centric approach, consistently delivering results by understanding customer needs and translating them into strategic initiatives that drive business success. Her ability to create and maintain professional relationships has been a cornerstone of her journey.

Meredith is known for her excellent communication skills, which she leverages to effectively convey value and build trust with clients. Her professional demeanor and proactive approach to problem-solving make her an asset to any team.

Meredith holds a bachelor’s degree in Mass Communications from the University of South Florida and is a certified Customer Service Professional. She continuously seeks to enhance her skills through career development courses and industry conferences.

Outside of work, she’s an advocate for animal welfare and an avid volunteer at the Humane Society . She believes in giving back and making a positive impact both within and outside her professional sphere.