A quick look at a few ways we serve our clients at Meredith Wealth:
Helping clients understand where they stand and where they are heading using simple visual tools
• Snapshots
• Balance Sheets
• Cash Flows
• Blueprints
Life isn’t set in stone and your financial plan shouldn’t either. We use tools to help client’s understand a range of outcomes to help them choose the desired approach.
We use tools to help shift the focus away from managing portfolio returns to managing portfolio risk
• Stress Tests
• Monte Carlos
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The goal for clients is not to pay the least amount of tax in any given year, but to pay the least amount of tax over their lifetimes. Tax preparation looks backwards while tax planning looks forwards.
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