Scott Floersheim (AIF®, CFP®, CPA/PFS)

Scott Floersheim focuses in the
following client markets or areas of practice:

Business Owners

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Scott Floersheim integrates prudent tax strategies from nearly 30 years experience as a Certified Public Accountant to optimize clients' retirement and wealth management strategies. Scott educates and advises clients on strategies to optimize their Social Security for lifetime maximum benefit and also assists clients in developing budgets and cash flow projections to provide them with a confident retirement.

Additional Information

In addition to being the Principal of Meridian Wealth Advisors, LLC, Scott Floersheim provides ongoing tax planning and compliance services through Meridian Tax Advisors, Ltd., a CPA firm to his business and wealth management clients.