Once we have identified your unique lifetime productivity targets, we oversee the process of implementing strategic financial solutions from start to finish.

OUR CONSULTANTS and associates are trained by seasoned leaders

Our company founders and directors are multi-professional registered financial consultants, certified investment solicitors, members of the IARFC, and are trailblazers in the financial services industry. We have special expertise in financial goal setting programs for self-employed professionals as well as exit and protection strategies for determined business owners.

Dr. Joanne Mae M. Antolin

- Physician/Anesthesiologist

STRATEGIC FINANCIAL SOLUTIONS

“We are assured of a stable future if we insure ourselves and our finances now. Thanks AFIC Meridian!”

LIFETIME CLIENT PARTNERSHIPs

LIFETIME FINANCIAL GOAL-SETTING

What is all your hard-earned money for? We aim to maximize your present productivity by helping you know and understand your lifetime financial goals. 

“You give the best advice!”

OUR SERVICES

Personal Finance Consulting

  • Personal financial programming and goal-setting
  • Personal finance needs analysis and forecasting
  • Personal investment portfolio balancing
  • Personal finance risk management and wealth protection programming
  • Retirement, education and target needs planning
  • Personal estate conservation and preservation

INTELLIGENT FINANCE DIAGNOSTICS

TESTIMONIALS

AFIC Meridian Consultants uses interviews applying our exclusive software to personally assess your own customized ​financial needs.

afic meridian social media

We aim to become your lifetime financial goal-setting partners by reviewing your programs at 1- to 3-year intervals, adjusting our interventions as needed.

SEASONED financial pros

Business Finance Consulting

  • ​Business financial programming and goal-setting
  • Business investment portfolio balancing
  • Business financial risk management and wealth protection programming
  • Business loan cancellation and wealth balancing
  • Business exit and financial succession planning and funding
  • Business estate conservation and preservation

Dr. Myra Vita F. Ocubillo

- Physician/Ophthalmologist