Planning for Your Future

When planning for your financial future, you need access to the right information and resources. From retirement, investments, tax and estates to succession and insurance, we can help you devise a plan that gets your money working for you.

Developing the right plan goes beyond how much money you make. There are many factors to consider. Who do you plan on spending your retirement with? How do you want to live your life? How do you plan on spending your time? What does retirement look like to you? These are just some of the questions that our wealth management professionals will consider when putting together a plan meant for you, all the while keeping in mind that things may change over time.

Retirement planning

Whether you’re preparing to retire in the next few years or it’s still decades away, our wealth management professionals will sit down with you to devise a strategy that allows you to live the life that you’ve been dreaming about.

Investment planning

What investment solutions should you choose? What are your cashflow needs, time horizon and desired level of risk and return? Beyond all of that, what tax considerations should be made?  We’ll work with you to explore these questions and create an investment strategy that makes the most of your money.

Tax and Estate planning

We’ll work with you to minimize taxes and preserve your assets, making sure to balance risk and reward along the way. Have you been named as executor and need to know where to start? We have a guide designed to assist executors fulfill their role in administering an estate. You are a valued Member and we're here to help.

Business Succession planning

When it’s time to move on from your business, we’ll be at the table with your other trusted advisors, such as lawyers and accountants, in order to provide the expert financial guidance you need.  After all, you’ve worked hard to build your business; and we’re here to help with a smooth transition of ownership.

If you'd like to learn more, it's time to speak to a Meridian wealth management professional.​

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Meridian Credit Union