Long-term Financial Plan


Trusted Advisors


Security & Peace of Mind

Maximizing over 45 years of combined experience, our advisors Empower clients helping them achieve their financial goals based on shared values and Integrity. That is the MEI Financial Group way.
This site is dedicated to exploring what it means to be a family’s trusted financial advisor. Investments can be confusing and everyone’s financial circumstance is different. To find the right solutions to help people achieve their financial goals requires an up front comprehensive approach based on integrity and honesty.

How We Can Help You

In safeguarding resources, our goal is simple. We work hard to build and protect your family’s wealth. Even with the best financial plan to grow your assets and achieve your goals, neglecting to prepare for the unexpected could put your future finances in jeopardy.
We’re available to provide regular financial guidance in order to help you reach short-term and long-term financial goals.
Risks abound for today’s retiree. To name only a few: high healthcare costs, low interest on fixed income investments, the possibility of outliving your money, and increasing long-term elder care costs are a few.
Whether you’re looking for employee retirement packages or insurance, we can help you choose the perfect plans to fit small (but growing) staffs and larger corporations with significant personnel.

How to Get Started


Schedule an Appointment


Meet for a No-cost Listening Session


Receive a Tailored Financial Plan

Let's Figure Out Your Savings Goals Together.

Want to know how much savings you need in order to reach your financial goals (retirement, larger purchases, etc.)? Good news – we made it easy for you! Just click the button, answer a few simple questions, and our calculator will determine how much you need to save per month.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with MEI Financial Solutions, a member of Mid-Atlantic Retirement Planning Specialists, or any other entity listed herein. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 737-443-2582.

Any website links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

10 Hearthstone Ct
Suite 200
Reading, PA 19606

Kestra Financial – Disclosures