Bachelor of Arts

Meredith Freeman - Financial Advisor in Wesley Chapel, FL | WiserAdvisor.com

We've built a team of top-level, salaried professionals to give our clients unbilled access to expertise in every area of wealth management.

Accurate Advisory Group

A correctly executed will is one of the first things you should have in place when planning a legacy for your family. Our team can help you adjust and update your existing will or create a new one from scratch.  Trusts are an advantageous way to avoid probate and pass your assets directly to beneficiaries in a tax-efficient way. Our team ensures your trusts are correctly established, funded, and updated throughout your lifetime and provides proactive guidance to ensure a smooth transition of wealth to the next generation.

Protecting yourself and your loved ones against unforeseen circumstances is a serious part of proper financial planning. We help you determine the right combination of term life, permanent life, long-term care, and disability insurance that best aligns with your specific situation and lifestyle.

Invest in traditional and alternative assets inside of a private insurance vehicle while deferring  and in some cases, eliminating  the tax liabilities those assets create as they appreciate in value.  Sell and repurchase similar stocks within your portfolio in a strategic way that leverages losses to offset future capital gains.  Protect assets held in your Qualified Accounts from future claims by your beneficiaries creditors by creating a trust to inherit your IRAs when you pass.  Roll your capital gains into investment projects in specially-designated areas and defer or eliminate your capital gains tax by holding the investments for a specified period.  Set aside large amounts of tax-deferred money for retirement while providing benefits for your employees without the limitations of standard 401(k)s, SEPs, and SIMPLE plans.

Annuities are insurance contracts that pay out a fixed and/or variable interest rate and can provide significant benefits to your overall retirement income plan.

Deciding the best path forward for your business after youve stepped away can be both technically and emotionally challenging. We help you develop a solid succession plan that achieves the financial and strategic outcomes youre looking for.

Structured notes are investment vehicles that can be equipped with buffers or barriers that may mitigate downside losses while providing access to upside gains.

From single stocks and exchange-traded funds to real estate and private credit, we give you education and guidance on the investments and strategies that best suit your risk tolerance and desired outcomes.

Paladin Research Report For:

Meredith Freeman

Accurate Advisory Group

About Meredith Freeman

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