Your specific needs is our concern. Each individual has a unique set of lifetime goals.
Can your business continue to operate anytime you exit it in all circumstances?
With loss of your productivity at disability or death, how do you replace your income?
Understand the different levels of risk, yield and liquidity of various investments.
Do you have a viable business financial risk protection strategy?
Find out how much should you realistically prepare to fund your child in college.
Financial security is attained by learning how to Earn, Save, Invest and Protect.
We conduct reviews on a timely basis to assess your goal-setting progress.
Do you want all your assets optimized to serve you and your family for a lifetime?
We balance your investment portfolio to match your time horizon and risk appetite.
Upon retirement from your active work, how much money should you need?
We recommend a personalized financial program that is customized to your targets.
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AFIC MERIDIAN financial CONSULTANTS