What To Do With Instant Wealth?
Call a Sonoma Wealth Management Expert!
Congrats, you're a millionaire! So what happens next? Winning, inheriting,
or being given a large amount of money can be a wonderful experience as
you suddenly find yourself presented with new opportunities and the financial
resources to live the life of your dreams. However, it may surprise you
to learn that many people who receive a windfall find themselves financially
destitute soon after, chiefly due to the mismanagement of funds.
We Can Protect Your Fortune
Because of this dangerous trend of the newly rich folks becoming overnight
spendthrifts, it is of the utmost importance that you enlist the services
of a Sonoma wealth management professional to help you arrange your finances.
At Meyers Financial, we can show you how to design a plan that will not
only preserve your newfound wealth, but allow for ample future growth
and prolonged security.
There are three very important phases you must complete in order to help
achieve a great financial plan:
Phase one: Preparation and planning.
Phase two: Making your money work by investing.
Phase three: Monitoring your annual progress and goals, sharing with your family and
Meyers Financial is ready to help you complete these three phases to prepare
for long-term financial success.
Contact us today to find out more about how we can help.
Contact a Team You Can Trust
At Meyers Financial, we have over 30 years of experience with helping clients
to safeguard and nurture their wealth. We are a boutique Sonoma wealth
management firm that can give you the personalized attention that you
deserve. Founder Lillian Meyers is a CERTIFIED FINANCIAL PLANNER™
professional, a Certified Divorce Financial Analyst™, a Registered
Investment Advisor, and more. We follow a
proven process to protect your wealth, and supply you with the tools and information
you need to keep your money working for you.
Call (707) 931-4173 today to get help from Meyers Financial!