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.