Get in Touch
In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.
Contact UsLatest Posts
- Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year
- Facts Vs Feelings Take 5 – Did the Fed Pull a Grinch?
- How to Make Charitable Giving Part of Your Financial Plan
- Market Commentary: Stocks Stall but More Signs Inflation Has Normalized
- Facts Vs Feelings Take 5 – Inflation Data Continues to Improve
401(k) Calculator
Determine how your retirement account compares to what you may need in retirement.
Get StartedRelated Content
Let’s Talk About Midterm Elections and Your Investments
This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …
Considering Tax Loss Harvesting? What You Need to Know First
Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
Don’t Underestimate the Value of Good Advice
By Jaymon Meikle, Financial Advisor My family and I recently moved to Tennessee, and I was able to cross off a financial milestone – we bought our first home.
What to Expect in Your First Meeting with Meikle Financial Group
Honoring the Hero’s Story on Memorial Day
By: Bruce Eisenhauer Every year on Memorial Day, I reflect on those who made the ultimate sacrifice. Those who put the needs of their country ahead of their own. Those who defended the ideals of freedom and democracy while protecting their brothers and sisters in arms. They knew death was a …