I provide exclusive planning services for a limited number of
clients. My philosophy is simple in that I work solely on behalf
of my client and never accept commissions. I am completely
independent, therefore I am not tied to any one investment
company or fund family. I am paid only by my clients for the
value added services I provide:
clients. My philosophy is simple in that I work solely on behalf
of my client and never accept commissions. I am completely
independent, therefore I am not tied to any one investment
company or fund family. I am paid only by my clients for the
value added services I provide:
Comprehensive Planning:
 | Financial Goal Setting | |
| Cash Flow & Debt Management | |
| Investment Planning | |
| Retirement Planning | |
| Education Planning | |
| Special Needs Planning | |
| Insurance Needs Analysis | |
| Estate Planning & Gifting | |
| Succession Planning | |
A comprehensive financial plan includes:
 | Your financial goals |
- Assessed, Prioritized and Quantified
| Your current financial situation |
- Income vs. Expenses, Net worth and Asset Allocation
| Specific strategies for each of your particular goals |
- Retirement, Education, Vacation home, Special
needs, etc.
| Proposed monthly spending plan to meet goals |
- Specific allocation of extra cash flow to meet goals
| Investment Planning |
- Your risk assessment matched with appropriate &
properly diversified investment choices
| Insurance needs analysis |
- Life, Disability, Long Term Care and protection of
assets
| Estate planning needs analysis |
- Will, Trusts, Power of Attorney, minimize Estate &
Income taxes
I devise a specific action plan for your personal situation that you
may agree to follow and implement on your own, defer to
someone else or have me implement on your behalf.
Financial Goal Setting
Investment Planning
Retirement Planning
Education Planning
Estate Planning & Gifting
Succession Planning
Asset Management
Investment Planning
Retirement Planning
Education Planning
Estate Planning & Gifting
Succession Planning
Asset Management
| Services |
| Total Investment Management | |
| Total Performance Monitoring | |
| Diversification Management | |
| Quarterly Re-balancing | |
| Consolidated Reporting of | |
| Assets |
| Goal Monitoring & Review | |
| Plan Revisions & Updates | |
| Financial Consulting | |
| Risk Profile Review & Re- | |
| allocations |
Asset Management :
| Contact me: 248-390-7252 gsherrow@meridian-advisory.com |
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| P.O. Box 122, Holly, MI 48442 Phone: (248) 390-7252 Fax: (248) 846-7184 Email: gsherrow@meridian-advisory.com |
Business Consulting :
| Succession Planning | |
| Retirement & Benefit Planning | |
| Company Valuation | |
| Financing Analysis & | |
| Assistance | ||
| Risk & Insurance Management | |
| Cash Flow Management | |
| Liaison for Team of | |
| Professionals | ||
| Cost Evaluation & Review | |
| Company Start-up | |
| Consulting & Assistance |
