Scott Floersheim (CFP®, CPA/PFS, Retirement Management Advisor®)

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

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Scott Floersheim utilizes tax-aware investing from over 30 years experience as a Certified Public Accountant to optimize clients retirement and wealth management strategies. Scott educates and advises clients on strategies for retirement income planning including their 1) claiming of Social Security for lifetime benefit, 2) enrolling in Medicare, 3) evaluating Roth IRA conversions for tax arbitrage, and 4) assisting in developing spending plans and cash flow projections to provide clients 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 for his business and wealth management clients.

NAPFA Start Date

November 25, 2014

This Office

9400 Holly Ave NE Bldg 4 Albuquerque, NM 87122-2969 Phone: (505) 828-2220