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Meade Wheeler Financial Group

The business of life is working toward your goals…

our business is bringing those goals within reach.

The business of life is working toward your goals…

our business is bringing those goals within reach.

The business of life is working toward your goals…

our business is bringing those goals within reach.

  • Empowering Women
  • Income Planning
  • Life Insurance
  • Medicare
  • New Generation Retirement
  • Social Security
  • Tax Strategy
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517.789.7900

Meade Wheeler Financial Group

An accumulation of over 135 years of evaluating each client’s unique situation and providing tailored recommendations that meet each individual’s particular needs has earned Meade Wheeler Financial Group the recognition of being trusted and reputable consultants.

The Meade Wheeler approach begins with educating the client, providing the confidence required to make the important decisions that impact their family’s finances. This is followed by a strong planning process that provides clients with the peace of mind that comes from securing and protecting their future.

The time and attention dedicated to each client is a true testament to Meade Wheeler’s core values of family, utilizing their knowledge to improve the lives of others and bring their goals within reach. But the truest honor is to be able to provide these financial services to the community they love and call home. Jackson, Michigan is Meade Wheeler’s home and the multiple generations of clients that walk through the doors each day are Meade Wheeler family.

We are a proud member of the Independence Excellence Group, a distinguished group of financial professionals who have had the privilege of working extensively in the areas of Wealth Management, Retirement and Income Planning with many prominent groups and individuals.

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Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place … that is easily accessible! Our Generational Vault is a virtual “safety deposit box” for you to upload important documents and view financial information. It is comprised of three dynamic components:
  1. A secure portal to pass and store confidential financial documents.
  2. Daily investment and banking values powered by a third-party vendor.
  3. Snapshots of financial assets and expenses for you to view your full financial position, and receive monthly newsletters, market commentaries and meeting alerts.
Generational Vault is available 24/7 making your essential documents readily accessible at the click of button. Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

New Generation Retirement


It wasn’t so long ago that retirement meant a pension and a gold watch, but today’s world looks much different than it did for generations past. The burden of retirement falls more heavily on the shoulders of individual Americans than it ever has......

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Social Security


We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits.

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Tax Strategy


One essential part of preparing for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We’ll help you customize a retirement strategy that is able to take advantage of any possible...

Learn More
2212 Fourth Street
Jackson, MI 49201
517.789.7900
info@meadewheeler.com
  • Home
  • Our Team
  • Contact Us
  • Seminars
  • Login
  • Business and Succession Planning
  • Empowering Women
  • Income Planning
  • Insurance Solutions
  • Legacy Planning
  • Life Insurance
  • Medicare
  • New Generation Retirement
  • Retirement Strategy and Risk
  • Social Security
  • Tax Strategy
Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Meade Wheeler Financial Group. The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Meade Wheeler Financial Group. Copyright © 2019 Meade Wheeler Financial Group Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.