Throughout the financial planning process, the Meservey Financial Group will work closely with you and your family to provide individualized, objective, and trusted guidance for all of your financial needs. Our Comprehensive Wealth Management Services can provide an analysis on each of the following six areas:

  • Financial Position – Cash flow management, cash reserve, debt management, and net worth determination
  • Protection planning – Life, health, disability, and long-term care insurance
  • Investment Planning – Risk tolerance, asset allocation, the use of stocks, bonds, mutual funds, and education plans
  • Tax Planning – Tax reduction strategies and deferral, effects of liquidation, qualified and non-qualified investments
  • Retirement Planning – Roth and traditional IRAs, 401(k) and Thrift Savings Plan (TSP) rollovers, Social Security, create and maintain income streams, and Required Minimum Distributions (RMDs)
  • Estate Planning – Asset ownership, wills, trusts, powers of attorney, beneficiary designations, and estate liquidity
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