|
The practice
Meredith Moore began her financial practice in May 1999, one year after completing her Industrial Engineering undergraduate degree from Georgia Tech. There has been consistent growth every year since that time. Since the beginning, we have had affinity relationships with a number of state chiropractic association, providing the financial planning* needs of chiropractic professionals everywhere. As the practice grew, Meredith changed the scope of targeted clientele to focus more on two groups of people:
I. Younger, high income professionals and business owners
with questions like
a. What are the best vehicles for me to save money?
b. Do I need a will or trust?
c. How long to I hold onto company stock or stock options?
d. Do I need life insurance? If so, how much and what type?
e. How should I allocate and select investments?
f. Should I fund college for my child or my retirement first?
II. Pre-retirees or newly retired individuals with questions like
a. When should I draw social security?
b. How does long-term care work?
c. How much money do I need in retirement accounts to retire?
d. How can I maximize what assets I pass down to my family?
e. How can I address business succession as part of my estate plan?
Mission
Moore and Associates Wealth Management is focused on the estate/business succession and asset management* of our targeted clientele. Our client profiles are focused exclusively on privately held business owners, corporate executives and high net worth individuals. In our proprietary process, our interest is to crystallize our clients’ objectives and assist them in implementing a plan to accomplish these objectives. Through our experience and unparalleled resources, we remain dedicated to providing our clientele sound recommendations geared specifically towards the accomplishment of their objectives. The asset of our client that we value the most is their trust.
Vision
To be a sought after provider of planning resources and coordination to our exclusive clients. We help clients crystallize their business, personal and financial goals.
Objective
We create a financial roadmap for clients to run their finances. We assist clients in taking action to implement the plan. |
