Scott Floersheim (CFP®, CPA/PFS, CPWA®, Retirement Management Advisor®)
Scott Floersheim focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Scott Floersheim utilizes tax-aware investing from nearly 40 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