Print   Close


The Wealth Advisor


Help Your Clients Clean Up Their Affairs With These Lists



Help Your Clients Clean Up Their Affairs with These Lists


Before you can help your clients get to where they want to go on their wealth journey, you need to understand where they are right now. Read more to learn about inventorying their assets (everything they own) and keeping the information up to date so that it can be tracked, analyzed, and readjusted to remain on target.

Read More . . .




The Advisor List: A Powerful Tool for Client Care and Business Growth


The advisor list is a centralized document of all the key players in a client's life. Having this information available in a single place and in an easily shareable format can help ensure smooth and efficient management of the client's affairs. Read more to learn about how an advisor list can also be a valuable add-on product or service that strengthens client relationships and uncovers new business opportunities between advisors.

Read More . . .




Ensure That Their Loved Ones Call the Right Doctor


The greater emphasis on our physical and mental well-being stands in stark contrast to our lack of advance healthcare planning. While some Americans are diligently counting their steps, watching what they eat, and trying to live longer, healthier lives, many have failed to plan adequately for their future healthcare and what could happen in a medical emergency. Read more to discover one simple list that can help address this shortcoming.

Read More . . .

MEREDITH | PC
4325 Windsor Centre Trail
Suite 400
Flower Mound Texas 75028
214-513-1013
This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.