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
- 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.
NAPFA Start Date
November 25, 2014