Meridian Senior Advisors

Helping Seniors Retire with Confidence

Helping You Retire with Confidence

At Meridian Senior Advisors, we provide a wide range of services specifically designed to help you achieve your desired retirement lifestyle. We strive to simplify any potentially complex financial concepts and develop custom retirement strategies that allow you to approach retirement with confidence and clarity.

Retirement Income Planning

We understand that your retirement stability depends largely on your ability to generate a steady monthly stream of income. That’s why we consider your entire financial situation, retirement goals and daily living expenses as we develop a custom retirement income plan to help optimize your savings and minimize your tax liabilities.

Medicare Planning

Healthcare costs are among the biggest expenses faced by many retirees. If not properly planned for, an unexpected health event can quickly drain your retirement savings. Yet, the various components of Medicare and options for supplemental coverage can be overwhelming and complex. How do you ensure you have adequate coverage to meet your needs without overpaying? 


We can help you evaluate your Medicare options and determine what coverage makes sense, given your current financial situation, healthcare risks and retirement lifestyle goals. We consider the various parts of Medicare, as well as Medicare supplement options in determining your ideal coverage.

Annuities

Annuities play an important role in any retirement strategy, as they provide a steady stream of income you can’t outlive. However, there are countless annuity options to choose from, some of which can seem incredibly complicated. How do you know which one is right for you?


At Meridian Senior Advisors, we help simplify and streamline the annuity process by identifying options that meet your specific needs and fall within your budget. Our analysis takes into consideration your current financial situation, goals for the future, financial challenges, legacy goals, risk tolerance, time horizon and more.

Insurance Strategies

An important part of living confidently in retirement is ensuring you have the right insurance in place to protect your assets and legacy. We can help you identify and implement insurance strategies to preserve your retirement savings, your lifestyle and your loved ones. 


We begin by assessing your current exposure to risk, goals for the future and any potential obstacles that may stand in you way. Using this information, we identify any gaps in your current insurance coverage that should be filled. We then evaluate and identify specific policy options that fit both your needs and your budget. 


We typically consider the following coverage types:


  • Health
  • Life
  • Disability
  • Long-term care
  • Dental
  • Vision
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.

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