An experienced planner
looking out for you in an ever-changing world
Life evolves over time. Milestones approach and priorities shift. Economic conditions change and markets fluctuate. Your investment portfolio must be proactively managed to adapt as life unfolds.
At Meeks Financial Group, Rick Meeks selects the investment approach most appropriate for your life from the full suite of discretionary model portfolios he personally creates and manages. It's financial guidance purposely designed to help you live confidently through every cycle and season.