Newsletters

On behalf of our entire team, we thank you for your trust and hope you have a peaceful holiday season to remember.

Just like Rocky Balboa, the economy has stayed on its feet, and somehow through it all, seems stronger!

For the second year in a row, the success of the Meeks Prosperity Planning team was acknowledged and awarded by D.A. Davidson & Co. in being named to the exclusive President’s Club list. As a team, we recognize a successful practice doesn’t come without proper planning and trust from you all. Ryan, Jase, and Theresa thank you for being such loyal clients and pleasurable people to work with. It’s an honor to manage your life’s financial plan and investments. We appreciate your business.