Wealth management is an ongoing journey during which we evaluate your current financial status, identify your desired destinations, and collaboratively make decisions. At Next Level Wealth Planning in Meridian, we dedicate ourselves to gaining a deep understanding of your unique circumstances and your priorities. Based on this, we offer informed recommendations to either maintain your current trajectory or make strategic adjustments, providing steady guidance through an ever-changing landscape.

We help individuals and families define what their Next Level is. We inspire action and love what we do!

INVESTMENT MANAGEMENT

Whether you’re planning for retirement, accumulating wealth, or mitigating risk, our services provide a highly personalized, goal-driven investment management strategy that enables you to make informed financial decisions confidently. Allow us to lead you toward a more promising financial future.

RETIREMENT INCOME PLANNING

Are you feeling unsure about your retirement strategy? Concerned about effectively managing your finances or making wise investment choices?

Our committed team is here to provide guidance as you navigate your retirement journey. Our services are customized to help those who are:

  • Within ten years of retirement (or recently retired)
  • Have saved $500,000 or more for retirement


A COLLABORATIVE TEAM TO COUNT ON

Jake McCarney, CFP®

Chad Majors, FA

Mike Aboussie, CFP®, CIMA®

prioritizing what’s
IMPORTANT

As you rely on us for your wealth management, we allow you to let go of financial worry, concerns over the complexity of the markets and second guessing. From retirement planning to comprehensive investment management, our services will free up your time, allowing you to be intentional and deliberate in spending time with family, hobbies, vacations, and other pursuits.

spend your LIFE living

LEARN HOW WE HELP YOU BE INTENTIONAL & DELIBERATE in reaching new heights of financial success