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Our Services

As a family business, we focus very heavily on what is right for you and your family. We understand there are countless options out there when it comes to your finances, and we want to help guide you in the proper direction. There are many details that can be easily overlooked, and we make it a priority to not only discover and dissect those details, but also fine tune them so you get you the most out of your situation.

The first and most important step is education. Without the proper education, a sound decision cannot be made. Depending on your needs, we will walk you through and educate you on every possible strategy to help meet those needs.

Managing your finances is difficult, and we don’t believe in adding more complexity to an already complex situation. We want our clients to enjoy life and not lose sleep over financial instability. We will work with you to find a plan that not only moves you in the right direction, but also strives to truly maximize your financial potential.

Portfolio Management

Through time-tested investment management strategies, we tailor our services to meet your needs. Learn more

 Wealth Planning

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

Risk Management

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

Estate Planning

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

Tax Planning

Our tax professionals at Meikle Financial Group can help minimize your tax burden while pursuing your overall financial goals. Learn more