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 * About Us►
   * What We Can Do For You
   * Our Philosophy
   * About Dimitri Deian
 * Business Owners►
   * Retirement Planning - Business Owner
   * Employee Benefits Solutions
   * Group and Workplace Protection
   * Business Generational Transfer
   * Business Buy-Sell Agreements
   * Estate Planning for Small/Medium Businesses
   * 401(k) for SMB Retirement Plan Services
   * Defined Contribution Plans for Small Business
   * Insured Defined Benefit 412(e)(3) plans
   * Business Risk Management & Captive Insurance
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 * Individuals►
   * Retirement Planning
   * Family Estate Planning & Trusts
   * Late-Stage College Planning
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   * College Planning Links
   * Videos
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   * Glossary
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 * Contact Us

 * Home
 * About Us
   * What We Can Do For You
   * Our Philosophy
   * About Dimitri Deian
 * Business Owners
   * Retirement Planning - Business Owner
   * Employee Benefits Solutions
   * Group and Workplace Protection
   * Business Generational Transfer
   * Business Buy-Sell Agreements
   * Estate Planning for Small/Medium Businesses
   * 401(k) for SMB Retirement Plan Services
   * Defined Contribution Plans for Small Business
   * Insured Defined Benefit 412(e)(3) plans
   * Business Risk Management & Captive Insurance
   * Executive Compensation & Bonus Plans
 * Individuals
   * Retirement Planning
   * Family Estate Planning & Trusts
   * Late-Stage College Planning
   * Social Security Claiming Strategies
   * Long-Term Care Planning
   * Generational Wealth Transfer and Giving
   * Foreign Citizens in the USA
 * Retirement Education
 * Industry Insights
 * Resources
   * College Planning Links
   * Videos
   * Calculators
   * Flipbooks
   * Newsletters
   * Articles
   * Glossary
   * Tax Library
 * Contact Us

► ❙❙



HOUSTON OFFICE

2401 Fountain View Dr, Ste 461 Houston, TX 77057


PHONE:

 * 713-688-0500


E-MAIL:

 * ddeian@meridianllc.net

 * 
 * 
 * 

ENVISIONING YOUR RETIREMENT: HOW TO PREPARE TODAY FOR A MORE FULFILLING TOMORROW

The road to retirement is seldom smooth. You need a sound savings strategy to
help overcome obstacles in your path.

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INVESTING BASICS: EMBARK ON YOUR WEALTH-BUILDING JOURNEY

Weighing the risks and rewards of various investment options can help you
develop a sound investment strategy.

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UNDERSTANDING SOCIAL SECURITY AND MEDICARE: AMERICA'S RETIREMENT SAFETY NET

Social Security and Medicare rules can be complex. To help maximize benefits, it
pays to understand your options.

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WEALTH PRESERVATION: PLANNING TO LEAVE A LEGACY

An estate planning strategy could increase the value of your estate and help
avoid potential conflicts and delays.

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FINANCIAL PROTECTION: USING INSURANCE TO HELP MANAGE LIFE'S RISKS

Home, auto, life, disability — Protect your financial interests by having the
appropriate insurance coverage.

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FINANCIAL MANAGEMENT INSIGHT: STRATEGIES TO HELP BUILD YOUR FUTURE

The decisions you make about money form the basis for your financial future and
can help you pursue your goals.

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TIME TO GET TAX-SAVVY: MANAGING YOUR TAX BURDEN

Understanding tax rules and spotting tax-saving opportunities might help you put
the money to better use.

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HIGHER EDUCATION: COLLEGE SAVING AND FUNDING STRATEGIES

College is an investment in your child’s future. It requires a savings
commitment and knowledge of funding methods.

Read More


CONTACT US

Please feel free to contact us with any questions.

Contact Us


VIDEOS

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CALCULATORS

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THE SANDWICH GENERATION: CAUGHT IN THE MIDDLE


MEMBERS OF THE SANDWICH GENERATION OFTEN FACE FINANCIAL AND EMOTIONAL STRESS —
HERE ARE FOUR TIPS TO HELP COPE.

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Transcript


Dimitri Deian is an Accredited Investment Fiduciary and holds AIF® designation
and General Insurance Agent Licence (life and disability insurance, annuities,
and life insurance with long-term care benefits) representing several financial
companies in the United States. Dimitri Deian is authorized to sell insurance
products in resident and non-resident states as long as the state-approved
resident or non-resident license is valid. Texas State Insurance Producer
Number: TX2595074 National Producer Number: 19703308. Dimitri Deian has also
Commissioned a Notary for the State of Texas with ID#13309915-4  Exp. of
Commission 06/08/25.

  

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