Retirement Planning

Are You Ready for Retirement?

A Sonoma Valley Wealth Management Agency Can Help!

Planning for retirement is all about establishing an accumulation strategy that is both sustainable and sufficient for your desired lifestyle. But how do you know how much you'll need, and who's to say which retirement funds are the best? These are precisely the kinds of questions that the Sonoma valley wealth management team at Meyers Financial can help you answer!

Retirement Planning 

With each passing year, retirement is that much closer. For many people, that is a frightening prospect, especially in a state like California where the cost of living is so much higher than the norm. Thankfully, a wealth management specialist can help you identify your magic number and settle on a savings plan to get you there. It doesn't have to be nearly as painful as you might think!

Call (707) 935-1124 at your earliest convenience to get in touch with Meyers Financial.

Crafting a Personalized Retirement Plan 

For more than thirty years, Meyers Financial has helped clients across Northern California prepare for retirement. In the three decades since our doors first opened, we've had opportunity to see countless clients successfully transition into retirement. We can help you into the plan you desire through The Joy of Retirement Process®, which is Lillian Meyers' way of helping you transition into retirement.

These are some of the questions we'll help you answer through The Joy of Retirement Process®:

  • What kind of annuities make the most sense?
  • How do annuities compare to a 401(k)?
  • How can I minimize asset taxation at death?
  • What's the difference between an IRA and a Roth IRA?
  • What if I need to withdraw early?

The Joy of Retirement Process® evaluates how ready you are for retirement. During the process, we evaluate such factors as what kind of lifestyle you would like, what plans are available, which actions you should take in the final 3 months before retirement, and more. We can monitor you progress every 3 months, as well.

Sufficiently providing for retirement is a crucial financial objective. When done correctly, the assets that sustain you through retirement can then be passed onto your beneficiaries with minimal reductions through taxation. To get started, talk to a Sonoma valley wealth management consultant at Meyers Financial. We'll discuss your current financial situation and your long-term objectives, while answering any questions you have about retirement. From there, we can put together a series of recommendations and help you choose the retirement plan that works best for you.

Contact us at Meyers Financial to schedule an appointment.