Meet the Author

MEREDITH BRUCE

SDWC Financial LLC | Senior Tax Strategist / Professional Speaker / Author / Retirement Specialist / College Financial Planner

Meredith’s passion is to educate people on how money works.  She helps educate people on how to save significantly on income taxes therefore teaching them how to keep more of their hard earned money. Meredith specializes in stretching a retirement portfolio that will only last 10-15 years into a plan that will last a lifetime.

Meredith typically saves clients tens of thousands or hundreds of thousands of dollars on income taxes ultimately directing those funds back into their own pockets.

Meredith is married to her husband Scott of 30 years. She has two sons and a granddaughter. Outside of helping her clients keep more of their hard-earned money, she and her husband enjoy playing golf and traveling around the country.