ILEETA & Meridian’s Strategic Alliance
We simplify the financial complex for Law Enforcement Educators & Trainers around the country
How we Serve
Investment Advisory Services
Fiduciary‑driven investment advisory services tailored to your unique goals and circumstances. We build personalized portfolios designed to help grow and protect your wealth through tax‑efficient strategies—ensuring every decision aligns with your priorities and helping you navigate market uncertainties with confidence.
Comprehensive Financial Planning
What does your retirement look like? We collaborate closely to deliver clear, actionable recommendations—from retirement income strategies and complex tax planning to estate optimization—and guide you through implementation to help support a dependable income stream, so you can focus on living fully.
Holistic Wealth Management
We help simplify the complex facets of your financial life by coordinating investments, benefits, tax planning, and legacy planning into a cohesive strategy that reflects your values and adapts to life’s changes. As your dedicated financial resource, we provide ongoing stewardship and guidance intended to help align your wealth with the life you envision—today and in the future.
ILEETA, Meet your Exclusive Financial Team:
What's Next?
Kindly use the button below to schedule your initial Meridian Strategy Session. This is a complimentary 30-minute session in which we will help identify and provide:
1) Actionable recommendations to help improve your unique financial position
2) Map deliverable of your current incomes, assets, liabilities, and expenses
3) Recognize area(s) of improvement for a flourishing retirement
.After your Initial Strategy Session, choose the Meridian relationship that fits your goals:
Comprehensive Financial Planning
Perfect for investable assets under $100k. Receive a detailed 60+ page plan analyzing your current position, with specific recommendations and an implementation roadmap for retirement success. ILEETA members start at $1,250*—includes full deliverables plus 1-year advisor access for questions and guidance. Renew annually for ongoing monitoring/financial advice.
Investment Management & Holistic Wealth Planning
Ideal for investable assets over $100k. Enjoy fiduciary portfolio oversight, bi-annual reviews, and integrated financial and retirement income distribution planning. ILEETA members pay an annual advisory fee as a percentage of assets under management, capped at 1.15%*.
*Advisory fees and planning fees are subject to change and may vary based on individual client circumstances, services selected, and the complexity of a client’s financial situation. Fees described are for investment advisory services only and do not include additional costs or expenses associated with underlying investments, custodial services, transaction charges, or other third-party fees, which may apply. Any referenced advisory fee caps represent current maximums under applicable agreements and are not guaranteed, may change, and may not apply to all clients. Specific fees and services will be outlined in the applicable advisory agreement and Form ADV before engagement
