MeredithCPAs provides financial planning services on an hourly fee basis – no commissions, no percentage of assets under management.

We recommend no load 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 in other appropriate circumstances.

Contact us to set up a financial planning appointment.