PLANNING YOUR FINANCIAL JOURNEY
As with any journey in life, financially planning your future requires careful considerations- a clear vision of where you want to go and a clear path on how you get there. Such planning can make all the difference when it comes to being able to enjoy all phases of life, confident that you have the long-term resources and the income you will need.
Since 1985, MEA Wealth Advisors has been partnering with clients to help guide and support them on their journey toward pre and post retirement. We act as your guide in helping you understand the complicated, ever-changing landscape of financial planning and investing options. We guide and advise you on alternatives as you will face important crossroads or unanticipated detours.
PUTTING YOU IN CONTROL OF YOUR FINANCIAL FUTURE
No matter where you are in your financial journey, we recognize that your situation is individual to you and you are unique. That’s why our relationship with you starts with us carefully listening.
We sit down together and discuss your short, medium and long-range goals, your vision of where you are today and your future retirement. We will take a candid look at your financial situation, including where you want to go, your contribution levels towards long-term savings strategy and your current investment portfolio. Then we will give you an honest assessment of where you are. Together we will map out a plan customized to help meet your goals.
At MEA we are truly independent financial advisors, we don’t rely on only computer-generated cookie cutter plans or any particular company’s vehicles. REMEMBER we don’t work for a large corporation, we work for you. We provide you the broadest array of our solutions and services to help meet your individual needs.