Meridian Retirement Solutions

We have been working together for four years and he has put a financial plan in place that secures our future income.

Larry Goldstein helped us to determine how we can retire and make our funds last both our lifetimes and leave a legacy to our children.

Larry has been very helpful in assessing our present savings and giving us good guidance for the future.

Larry provided a path forward for better finanical security in terms of a "pension.

Larry is currently evaluating our Life Insurance coverage, and perhaps migrate to a policy that includes a Long Term Health Care solution that could be funded with existing Insurance cash value..

I did quite a bit of research including attending dinners for several advisors as well as a class at the local college to make sure I understood all the issues and would make a selection that suited me, where I am in my life plan and could find someone I trusted who would watch out for my best interest via a fiduciary relationship.

Larry has been a financial coach for us in all areas and our second opinion visit was extremely compelling that we felt we needed to make the change to let meridian handle all our finances not only an investment portfolio.

I have retirement savings and Larry put together a complete income plan that will allow me to retire in 2 years with a secure income from a variety of investments.

He's also very good in helping understand Social Security, and increasing lifetime income.

He also gave us an investment stratagy that allows us to not protect our asset, but earns us additional income for our retirement.