iStock_Won__000010751400XSmallsq.jpgInstant wealth.

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, 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 community.
Meyers Financial is ready to help you complete these three phases to prepare for long-term financial success.


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"Learn from the mistakes of others. You can't live long enough to make them all yourself."- Eleanor Roosevelt
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"7 Risk in Retirement"    

 

This communication is strictly intended for individuals residing in the states of CA, ID No offers may be made or accepted from any resident
outside these states due to various state regulations and registration requirements regarding investment products and services.

Lillian Meyers (CA Insurance License #0809561)  securities offered through Girard Securities, Inc. Member FINRA/SIPC, Investment advisory services offered through Meyers Financial Services, Inc.  a registered investment Advisor not affiliated with Girard Securities, Inc.. Advisory services, fixed insurance products and services, divorce analysis, and tax services offered by Meyers Financial are separate and unrelated to Girard Securities, Inc..