Our Services

Meridian Financial Advisors, LLC provides advice on Insurance needs ( including Long Term Care), Tax minimization strategies, Retirement Planning, Estate Planning, Portfolio Management and Education Funding.

Services Available:

• Cash Flow Planning
• Life Insurance Needs analysis
• Variable Life and Annuity policy analysis
• Tax Reduction strategies
• Small Business Retirement Plans
• Portfolio Management
• Asset Allocation
• Estate Planning
• Education Funding
• Stock, Bond, Mutual fund, preferred stocks andclosed end fund research