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.

Coming Up!

Join us for our next wealth management session on "Estate Planning: Dos and Don'ts." February 23, 2012 from 12:00-1:30pm. Oakmont, CA. Lunch provided!

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Meyers Financial supports Chemo Caps for Kids,

a Commonwealth Financial Network program that provides hand-knit hats to children undergoing cancer treatment.

Want to help? Here's how.


"Great minds discuss ideas; Average minds discuss events; Small minds discuss people."

- Eleanor Roosevelt


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This communication is strictly intended for individuals residing in the states of CA,CO,ID,IL,PA. 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) is a Registered Representative and Investment Adviser Representative with/and offers securities through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Lillian is also an Investment Adviser Representative of Meyers Financial, a Registered Investment Adviser. Advisory services, fixed insurance products and services, divorce analysis, and tax services offered by Meyers Financial are separate and unrelated to Commonwealth. 

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