Sharlene Schuler's Contact Details

Sharlene Schuler's Company Details

Meridian Financial Group

Glen Carbon, IL, US • 5 - 9 Employees
Financial Services

Meridian Financial Group is a Registered Investment Advisory firm located in Glen Carbon, Illinois. The financial advisers of Meridian Financial provide investment management & comprehensive retirement planning for their clients. Other services education planning, life insurance review, long term care planning, a review of beneficiary designations, an estate plan coordination with the client's attorney, tax planning and coordination with the client's CPA, a review of outside 401k plans to determine if the asset allocation is appropriate and if a Roth 401k option exists.Meridian Financial Group also provides advisory services for small business 401k plans and works closely with a local third party administrator to coordinate all aspects of the plan design and implementation. Sophisticated planning software clearly illustrates to clients if they are on the right path to meet their retirement goals. For clients in retirement, sources of income are examined and compared with living expenses to dimension how long the investment portfolio will last under various market conditions. The best client relationships are ones in which Meridian Financial Group is working closely with the client's other advisers including their estate planning attorney, CPA, banker, etc.