Helping to strengthen your ability to build wealth and retire on your own terms.

Serving clients across the country for over 40 years

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What we Offer

Financial planning

Discover the power of financial planning with our expert guidance. We’ll help you set clear goals, develop a strategic roadmap, and navigate the path to financial success. Take control of your finances and enjoy knowing you’re on track to achieve your dreams.

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Retirement Planning

Plan for your best retirement with our tailored retirement planning services. We’ll help you envision your ideal retirement lifestyle, set goals, and create a financial strategy to help you make it a reality. Take control of your future with confidence, knowing you’ve planned wisely for the retirement you deserve.

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Wealth Management

Elevate your financial well-being with our comprehensive wealth management services. Our expert advisors will craft personalized strategies to help grow, protect, and preserve your wealth over time. With our help, you can feel confident in pursuing your financial goals.

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Risk Management

Safeguard your financial future with our robust risk management solutions. Our expert advisors assess potential risks and design strategies to help your assets, income, and loved ones. Enjoy knowing you’re prepared for life’s unexpected challenges with our proactive approach to risk management.

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Strategic Consulting For Financial Success.

As a CFP and 40 years of experience, we know our clients and our clients know us.

Expertise

Tailored solutions

Transparent communication

Ongoing support and guidance

Peace of mind

Proactive guidance

Registered Representatives are registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Brad Meister, and Larry Vocke offered advisory Services through Kovack Advisors, Inc. a SEC registered investment advisory firm. Meister and Associates are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.

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