The Joy of Retirement family and Lifestyle

Sophisticated and Caring Sonoma Valley Wealth Management Services in the North Bay

We provide sophisticated wealth management, investment, and tax planning services, The Joy of Retirement Process© is focused on achieving financial independence and happiness through guiding you toward reaching your goals, organizing your financial life, and maximizing your wealth.

“Wealthy Healthy Money And Your Financial Long Game”

Most of us want the freedom to do as we please with enough income to get what we need. All it takes to make this happen is understanding how to manage money and assets and committing to the work and discipline to see it all through.

This educational and easy to read book by Lillian Meyers will give you the tools you need to help build your future, make the right decisions, and the structure to build a life that is as healthy as it is wealthy.

ORDER NOW or Call Our Office To Request a Copy of the Book

The Joy of Retirement Process©

At Meyers Financial Services Inc., we understand the many concerns individuals and families face as they prepare for retirement. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement through our unique planning strategy.

Imagine having a plan for every occasion. We create each personalized retirement strategy with the same thought in mind. You want to be prepared for all that life may bring you in retirement. We help our clients fill the envelope that is set-aside for each of life’s occasions while in retirement.

Start preparing for tomorrow’s retirement today by contacting us to learn more about The Joy of Retirement Process© or to set up a commitment-free introductory meeting.

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Our Clients Are

Planning Retirement - Retired

…For the circumstances that could derail as well as bring a lifetime of financial success.

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Wealth Event 

…The longevity of your wealth and financial independence.

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Loss of Spouse - Going Thru Divorce

…Through wealth strategies designed to reach your goals and bring you true happiness.

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How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."