Since 2002, Chicagoland’s The Meridian Business Group has been providing what we call “rich people” investments, advice, and service to “regular” people. While many financial planners spend their time chasing bigger and bigger clients, we are focused on providing no nonsense help to clients that truly need it…”regular” people.
At The Meridian Business Group, we like to shake up the way things are done on Wall Street. We’ve always focused on doing things differently. Why? Because we feel that the conventional way of doing things — chasing rich clients, charging massive fees, and ignoring “regular” people — is nonsense.
(Though it took a credit crisis and recession to finally get people to see what we’ve been screaming for years!)
Financial planners are no exception. Many only offer their services to the super-rich. Sure, they’ll help you too, but only if your $2,000 check will clear. And for what? So that they can enter your personal financial information into a computer, print off a report, and laugh their way to the bank.
No More Nonsense
That’s why we’ve made the MyBNow professional financial planning tools available to you. You can do this. And if you feel like you can’t? We’re here to help.
If you don’t feel comfortable with a part of your plan, or you’re confused by something, or you simply need help implementing it, The Meridian Business Group can help. We offer:
- professionally managed investment accounts (e.g., IRAs, brokerage accounts, and more) to help you implement your retirement plan
- term insurance to help you protect your loved ones
- personalized budgeting and debt reduction support
- mutual funds, hedge funds, and other investment vehicles
- referrals to other professionals, like trusted attorneys and accountants
- …and so much more
And you’ll get all of this without the nonsense you might expect from a typical Wall Street firm.
We Work With People
Through MyBnow.com, you can manage your own financial plan, using professional tools, without ever speaking to an advisor. But, if you need help, we’re here for you. We’re not talking about a foreign call center or a moron on a switchboard; you’ll get help from licensed advisors that will review your plan and help you through it.
You don’t need to spend thousands of dollars each year on a financial planner. And you shouldn’t be stuck using subpar free services. Since 2002, we’ve been helping people just like you plan and invest for their futures. Isn’t it time for you to mind your business too?