Ned Meisner, in addition to being a CEL advisor, is president of MFSG (Meisner Financial Services Group, Inc). MFSG is a broad reaching network of some of the brightest planners in the country. He/they are, therefore, able to bring cutting edge planning ideas to CEL clients.
In 1986, Ned, as president of Jonathan Alexander Financial Services Group, Inc., helped pioneer the concept of fee only planning by individual planners.
MFSG can help assure a fair and equitable division of assets. There is no fee for an initial consultation and evaluation for clients of C.E.L. and Associates.
It is crucial to focus on both clients’ financial plan before and after the divorce. A financial coach is helpful, especially during the stressful time of separation and dissolution of marriage. Client information is kept confidential.
Meisner Financial Services Group, Inc (MFSG) will provide the financial coaching to the clients of C.E.L. and Associates at reduced fees.
MFGS is a network of some of the top financial advisors in the country. Ned Meisner MSFS, ChFC, REBC, CRPC has been a leader in the financial services industry for over thirty (30) years. He has had the privilege of developing relationships with advisors in the areas of banking, asset management, accounting, legal and insurance.
Full financial planning entails:
1- gather financial information
2- evaluate financial information
3- develop goals
4- design a plan (road map)
5- implement the plan
6- review that plan annually
Partial plans are also available. We might single out items like:
- 529 plans for the children
- Life and health insurance audits and cost reduction
- Retirement plan evaluation
- Lifestyle and budget analysis
- Estate and trust planning
847-207-2792 or Nedmeisner@meisnerfinancial.com
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