MEIRA | Financial Planning & Investment Management

A quality life.
Reimagined.

Our team combines decades of financial planning and investment experience with warmth, dedication, and empathy to enable our clients to reimagine life fully.

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Time-honored financial planning and investment management.

Working Together

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Great outcomes start with good people and good process.

Meet our People A young woman painting.

Navigating life together.

Building Wealth

Enjoying Retirement

Ready to Retire

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Life/Relationship Change

Sudden Wealth

Received an Inheritance

Insights

Deborah Badillo, CFP®

Client Advisor

September 16, 2024

Hiring a Home Healthcare Professional: Key Considerations

As the demand for home healthcare continues to rise, selecting the right professional to care for a loved one is a decision that requires thoughtful consideration.

Jorge Padilla, CFP®

CEO, Senior Client Advisor

August 19, 2024

Common Financial Scams

As more seniors become targets for financial scams, it's important to know what to watch out for.

Clint McCalla, CFP®

Senior Client Advisor

July 15, 2024

Understanding the Medicare Premium Surcharge

Many people are not aware that you can contest the Medicare premium surcharge...

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Featured in

Community conversation: Linda Lubitz Boone, CFP®

AdvisorEngine, August 2021

1.7 million Americans became millionaires in 2020: Millionaires now make up 8.8% of the U.S. population

grow, July 2021

6 potential pitfalls of Roth IRA Conversions

USA Today, September 2020

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Fully.

Happily.

Comfortably.

We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.

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