“Georgia Bruggeman, CFP founded Meridian Financial Advisors, LLC in 1990 to provide conflict free financial planning and portfolio management services to individuals, families and small businesses.”
Firm:

Meridian Financial Advisors, LLC

Job Title:

Founder/CEO

Biography:

Georgia and Rich Bruggeman founded Meridian Financial Advisors, LLC in 1990 to provide truly fee-only advice and guidance without any conflicts of interest that accompany commission sales. Meridian Financial Advisors, LLC is a comprehensive financial planning and investment management firm. They have been providing financial planning services to individuals, families and small businesses since 1990 in a fiduciary capacity. While they advise their clients on insurance needs, taxes, retirement planning, estate planning, education funding and Long Term Care they specialize in portfolio management and securities analysis.

Georgia and her team give one on one attention to each of their clients and develop plans that consider their clients' specific time horizon, risk tolerance and stated goals. They take a comprehensive approach to their clients' finances because a decision in one area will affect the rest of the plan. As a financial planner, Georgia is often compared with the quarterback who not only is an integral part of the game but who depends on everyone else on the team working together.

In addition to holding the CFP® designation, Georgia is a registered investment advisor and earned her MBA in Finance from Babson College and has passed Levels I and II of the CFA program. Georgia is a member of the Financial Planning Association, CFA Institute and the National Association of Personal Financial Advisors (NAPFA).

Georgia and Rich live in Sherborn with their 2 sons, and also spend time in Cape Cod near their alternate N. Eastham office.

Education:

MBA, Babson College
BS, Business Administration, Skidmore College

Assets Under Management:

$85 million

Fee Structure:

Fee-Only

CRD Number:

46050

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Should I use annuities as a temporary investment?
100% of people found this answer helpful

Allocating a portion of your portfolio to something safe and that produces a decent level of income is always a smart idea.  What you need to know about the annuity is what the expenses and charges are becasue they will reduce your actual rate of return.  Was there a sales charge for this annuity?  What is the mortality and expense ratio? What is the annual policy fee?  What is the underlying investment management fee?

 

If you are a long term Aggressive investor you need a longer time horizon than 2-5 years.  Since you are nearing retirement it would be advisable to reduce your risk to at least a Moderate level to preserve your gains and protect your capital.. When we have another recession be sure to rebalance back to your desired Moderate Allocation.

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