Jp Williams Email & Phone Number

I am passionate serving entrepreneurs and a select group of families beyond their investment management to incorporate aspects of financial planning into a concierge, specialized offering customized towards saving tenths of thousands in taxes per year, build wealth and achieve true financial wellness. Ask me how we guide business owners who: -Have an income of $300,000 per year or more save over $60,000/year-$80,000/year in taxes -Have typically less than 10-25 employees -Want to pay much less in taxes and grow their retirement savings -Able to save more than $100,000 per year and may qualify to defer up to $300,000 into retirement savings strategies creating financial independence for a work optional lifestyle and a financial life enabling a fulfilling retirement We also guide high acheivement oriented professionals to develop a comprehensive retirement plan addressing their unique goals and needs and implement strategies leading to predictable retirement income. I believe in Henry David Thoreau's statement, “Wealth is the ability to fully experience life.” Financial independence involves much more than just choosing the “right” investments. It requires a thoughtful, collaborative approach to understanding how you want to live and what you want to accomplish throughout your journey. An important part of this planning process is assisting in reaching your own definition of fulfillment.With over 20 years of industry experience, I have worked at multiple large and mid-size financial service firms and came together with key business partners to develop and refine our Financial Planning Process incorporating advanced planning strategies so there’s a deep understanding of what really drives clients – their values, families, interests, goals, and aspirations for the future. My independent and fiduciary duties allow an unobstructed view so it's clients’ values and vision helping create the wealth management strategies that endure the test of time. If I am not managing the future for my clients or spending time with my amazing wife and three kids, you will find me coaching, reading, running, playing tennis, or golfing.Call: 614-460-9867 | Email: jp@meederwealth.comWebsite: https://meederwealth.com

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  Miami University

  Management Organizational Leadership And Marketing