Business Planning

Whether you’re thinking about launching a new business or hoping to expand an existing one, we can help you create, grow and protect your business’s value with comprehensive business planning services.

We’ll work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business, with strategies to:

  • Integrate all aspects of financial planning for your business and your personal life to ensure success on both fronts.
  • Minimize risk by being prepared for the unexpected.
  • Safeguard your business with coverage to help offset the loss of cash flow if you become sick or hurt.
  • Recruit and retain employees with competitive benefits programs.
  • Enhance your benefits programs to reward employees who are key to the success of your business.
  • Transition your business smoothly with a properly designed and funded business succession plan.

Working with Meridian Financial has allowed us peace of mind to not have to worry about our financial situation because we know the team is managing and watching over our plan for us. The team they have built is knowledgeable, honest, and trustworthy, and the succession plan in place has given us comfort knowing we will always be taken care of.

—  Fred & Ann T.

As seen in Fortune, Entrepreneur & Bloomberg Businessweek: Investing with a Business Perspective

For over 35 years, Meridian Financial has been offering high-level investment advice, from one business owner to another.

Read more here.