By Jake Bleicher, Equity Analyst, CFA®
Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Read more
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Meikle Financial Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Meikle Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Through time-tested investment management strategies, we tailor our services to meet your needs. Learn more
Your advisor will help to identify your unique financial risks so that you will be prepared in case of a negative life event. Learn more
Our tax professionals at Meikle Financial Group can help minimize your tax burden while pursuing your overall financial goals. Learn more
Regardless of the services needed in a financial planner, our experienced team has the financial planning expertise to help you pursue your goals and dreams. Learn more
Estate Planning can be a long, complicated process. We want to remove that complication for you and help you plan in the most efficient way possible to meet your unique goals, protecting your assets and passing them on to your loved ones and/or charities. Learn more
Meikle Financial Group’s mission is to make our client’s financial lives easier. We are a wealth management firm based in Phoenix, Arizona serving families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Meikle Financial Group help you on your True Wealth journey.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
The S&P 500 dropped 0.7% last week primarily due to a sharp decline on Monday after the Chinese retaliated against increased U.S. tariffs. The global MSCI ACWI also declined 0.7% as international developed markets increased slightly, but declines in emerging markets pushed the overall index lower. Read more
Author: Jaymon Meikle
You’ve finally done it. You quit your old job and accepted a new one that fits your dreams. You never thought you’d be leaving your old job, but the new opportunity was too good to pass up. Everything seems to be going your way and you’re enthusiastic about the years to come. Read more
If you’ve worked in business, healthcare, ministry or almost any corporate entity in the last generation, chances are good you’ve taken a personality test – perhaps even a few. You found out you’re an ENFP or an INTJ or an Otter/Lion, or a Steady Wing 2 who needs to focus on your Bright Side. These tests tell you how you digest information, how you play with others and often things you didn’t know about yourself. Read more
Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more