Peter Meeks Email & Phone Number

Our team is very motivated and blessed to be able to serve incredibly smart professionals in the law, technology & medical world. Our clients work at cutting-edge, tech firms and law firms like Facebook, Google, Apple, Amazon, Zoom, Oracle, SAS, Stripe and many more. Our team focuses on helping our clients feel empowered and confident about their finances!Our Mission:We run a multi-state practice and work both virtually and in person with our clients. We focus on comprehensive financial planning -- and our goal at the end of the day is to help provide our clients TIME and PEACE OF MIND.Some things we cover:- Stock compensation analysis -- Should I diversify? Should I hold?- Overall investing strategy -- based on individual financial needs and goals- Planning for a house purchase (residential / investment)- Reviewing 401k/IRAs -- are you on track for retirement? What to do with 401ks from previous employers.- Tax-efficient investing strategies - Creating an efficient, and personalized savings strategy- Learning more about investing, saving, and building true wealth.- Understanding and supplementing your benefits, life insurance, long-term disability & long-term care- Review existing financial plan and discuss possible changesFor business owners, we help review/implement group health plans, group life, group long-term disability, retirement and deferred comp plans. The most important thing is: 1. We implement a plan2. Make updates as things change3. Track your progress 4. Keep you accountable over time! My goal is to help you accomplish YOUR goals in the most efficient way possible! The first step is to determine if we’re a mutual fit, please reach out to schedule a 15 minute intro.

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  Murray State University

  International Business