Meridian Investments

Family Wealth Strategies is completely committed to financial advisory services for retirees and their unique situation. We provide comprehensive planning that includes tax efficiency strategies, fee, and risk assessments. We like to help our clients gain confidence by assisting them in creating comprehensive retirement strategies.Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Family Wealth Strategies, LLC are not affiliated companies. Insurance products are offered through the insurance business Thoroughbred Financial Agency. Family Wealth Strategies, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Thoroughbred Financial Agency are not subject to Investment Advisor requirements. AEWM, Thoroughbred Financial Agency, and Family Wealth Strategies, LLC are not affiliated companies.Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 1499084- 10/22.

Quaife Financial Group, based in Louisville, KY, is a trusted financial advisory firm specializing in retirement planning and investment strategies. Led by Robert Quaife, a highly experienced financial advisor, the company offers a comprehensive range of products and services through their affiliation with Eagle Strategies LLC and New York Life Insurance Company. With a commitment to helping individuals prepare for their future, Quaife Financial Group provides personalized solutions tailored to each client's unique needs and goals. As a registered representative of NYLIFE Securities LLC and a financial adviser with Eagle Strategies LLC, Robert Quaife and his team are dedicated to assisting clients in IN, KY, and SC. With a focus on retirement as a new beginning, Quaife Financial Group empowers individuals to make informed decisions about their financial future, offering expert guidance and access to a wide range of resources and calculators. Committed to integrity and professionalism, Quaife Financial Group is a trusted partner in helping clients navigate the complexities of retirement planning.Generated from the website

Wgf is a professional financial planner located in the charming suburb of Prospect, Kentucky. Known for its serene environment and community spirit, Prospect provides a perfect backdrop for personalized financial guidance. Wgf offers expert advice on investments, retirement planning, and wealth management, helping clients achieve their financial goals with confidence. Generated from this place's information