Our Process

The Meridian Retirement Solutions Three Step Process

Introductions

In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.

Building Your Plan

From there, we will begin building your customized strategy. We will cover Social Security, Pensions, 401(k)s, and Medicare, as well as your lifestyle and other factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.

Proactive Management

As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives.

We've Got You Covered

Learn more about how our products can help you.

Call us today to see how we can help!

(561) 576-7737

Send a Message

Meridian Retirement Solutions

At Meridian Retirement Solutions, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 4 critical areas of retirement planning, including:

Retirement Income Planning

Social Security Planning

Estate Planning & Legacy Planning

Medicare & Long-Term Care Planning

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Meridian Retirement Solutions, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.