Financial Planning
Meredith & Associates provides financial planning services on an hourly fee basis - no commissions, no percentage of assets under management.
We recommend no commission investment choices like Vanguard, and T. Rowe Price low cost mutual funds and DRIPS (dividend reinvestment plans) to purchase stocks, and Treasury Direct for purchasing Government bonds. We also recommend low-cost brokerage firms for tax exempt bonds, active stock portfolios, and other appropriate circumstances.
We help you determine the proper amount and type of insurance you may need and help you shop and compare products. We do not accept any commissions or sell products. We will always give you objective advice. We put your needs first.