Don Meredith
- Role
- Financial Planner at Integrated Financial Partners
- Location
- Chesapeake, VA, US
- LinkedIn followers
- 500 followers
About Don Meredith
We live in a fast-paced, constantly changing world, One of my responsibilities is to…
Experience
Financial Planner
May 2011 — Present
Who is helping you coordinate your financial affairs? I want your money to work as hard as you do. In these volatile times, financial planning is no longer a do-it-yourself project. I provide a structured process, customized financial plans, prudent strategies and creative solutions to address your specific and evolving needs.As a Financial Planner, I can be objective about your financial situation and our Financial Second Opinion™ program can help you to gain perspective and confidence in your financial future. I will take the time to understand your needs and comfort level when it comes to investing and risk management. There is no charge for the initial consultation. All meetings are completely confidential. For more information visit offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Financial Partners are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit
Skills
- Financial Advisory
- Beneficiary Planning
- Legacy Planning
- Long Tern Care Insurance
- Education Funding
- Investment Strategies
- Wealth Management Services
- 401k Rollovers
- Iras
- Uniform Combined State Law
- Sep and Simple Plans
- Special Needs Planning
- Business Succession Planning
- Long-Term Care
- Securities
- Qualified Retirement Plans
- Saving for Education
- Wealth Accumulation
- Retirement Planning
- Financial Planning
- Leadership
- Portfolio Analysis
- Mutual Funds
- Family Income Protection Strategies
- Charitable Gifting
- Business Owner Planning
- Series 7
- Finance
- Estate Planning
- Strategic Financial Planning
- Investment Advisory
- Series 63
- Executive Compensation Packages
- Asset Allocation
- Wealth
- Financial Planners
- Fee Only Planning
- Employee Benefits
- Retirement
- Wealth Management
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