Are you looking for a financial professional who is dedicated to helping his clients achieve their goals? Someone who is committed to managing risk and to enhancing clients’ wealth over time? A certified financial professional, with a Master of Science in Finance, who will work with you personally to develop a viable plan and work toward achieving desired results? An insightful person who has spent his entire professional life helping stakeholders make optimal financial decisions?
Consider the benefits of working with Jeffrey D. Meenes, MSF, CFP®, and Meenes Wealth Partners.
Benefit #1 – A long-term relationship based on mutual respect, trust and transparency
Your best interests always come first, because Meenes Wealth Partners is a registered investment advisory that will serve as your fiduciary – not a sales person for a company pushing products or a large firm that is more interested in the company’s bottom line than yours.
You’ll receive a customized plan that addresses your unique needs and client profile.
You’ll be working with a true partner, a personal CFO and money expert, dedicated to your life’s success.
Benefit #2 – Confidence in the advice and guidance you will receive
From day one, you’ll see the advantage of extensive business experience plus financial planning expertise.
Jeffrey will work with you to minimize tax liability while maximizing the probability of successful wealth protection and enhancement during the wealth accumulation phase of your life.
When it’s time to draw from your nest egg, you will benefit from a proven strategy for successful wealth harvesting during the decumulation phase of your life.
Benefit #3– Investment advice based on sound foundations, not luck and hype