Our Story
Established in 1969 Meikle Financial Group has grown into a holistic financial planning firm focused on helping families with every aspect of their financial lives. We serve hundreds of households, many of which have become great friends in the years of association.
History
The “firm” was started in 1969, when Bill Meikle, Dail’s father, retired from the Air Force. The family settled in Phoenix and Bill began working for New York Life Insurance Company, selling insurance.
During the early years, Bill had an associate that convinced him of the value of “buying term insurance and investing the difference”. He left New York Life and opened his own office, practicing what would eventually be called “financial planning”. In 1983 Dail joined the firm, and over the years the firm grew.
In 1997 Bill retired from the business, and in 2001 Dail moved the office to its current location in the Deer Valley Financial Center. In 2018 the firm entered into a partnership with Carson Partners and benefit from access to Carson’s multitude of resources, including a robust technology system, a dedicated research team and customized investment strategies.
Our Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.
Core Values
We are a business that is deeply rooted in family values. We feel that the family is and always has been the fundamental unit of society. While a family can be complicated, it should be a place of support and comfort. Of course, strong families don’t just happen – they take work and shared family values. Everyone is part of a family, even if we no longer have “blood” relations in our lives. We have those around us that we love and that love us, and we get strength from those relationships.
We feel that when sharing our hopes and dreams with someone, we have the right to honest feedback – not “solutions” that are driven by the other persons pocketbook. We want and need honesty, respect and the full attention of the person so that our goals can be achieved and we can live fuller lives.
We at Meikle Financial Group fully understand that sharing the details of our finances with anyone is difficult. We’ll always treat you and the information you share with us with the utmost respect and confidentiality. As a member of our “family”, you should expect nothing less.
