Our Process
We have the experience and expertise to guide decision-making on a wide range of financial issues related to you and your family.

We follow a process that is focused on your unique financial circumstances:
  1. Meet. During our initial meeting, we discuss your immediate and long-term financial needs, concerns, goals and objectives.
  2. Discover. We identify your property, debts, income, and expenses along with potential tax, insurance, retirement and other financial issues.
  3. Analyze and Report. We provide personalized schedules and reports to help you evaluate your options and consider potential short- term and long-term consequences.
  4. Review. We meet with you to evaluate reports, answer questions and make revisions.
  5. Recommend. We provide information and advice to help you make prudent, workable decisions.
  6. Consult. We work with you, your attorneys, and other advisors as needed.
  7. Follow-up. We know that financial planning doesn’t end once we’ve made recommendations. We constantly monitor your plan to make sure we’re on track.
Ready to work with us?

Getting started with Meyers Financial is simple. First, we fill out the paperwork to transfer your portfolio. We then transfer all assets and positions in kind only after the portfolio has transferred – we never sell positions. Afterwards, we’ll meet and evaluate the best strategy for you and your family based on your short-term and long-term financial needs. 

Call us today to begin! 800-734-1124 or 707-935-1124

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!

meyers_chemo_caps.png

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.


"The destiny of human rights is in the hands of all our citizens in all our communities."

- Eleanor Roosevelt


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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