Welcome to Meyers Financial Services Inc.
We provide sophisticated wealth management, investment, and tax planning services in California’s North Bay cities such as Sonoma, Napa, Petaluma, Novato, Rohnert Park, and Santa Rosa.
We also work virtually with clients nationwide throughout the United States, using the video conferencing platform "Zoom" and "Schedule Once," the online booking system, allowing us to book meetings at convenient times and have face to face meetings that are productive.
We work with clients who have sophisticated wealth planning needs who want an advisor that will listen to their needs, with empathy and understanding.
Our clients are retired or planning to retire. Or they may have experienced a wealth event such as an inheritance, sale of a business, a lump sum pension, or received a legal settlement. Some clients come to us after going through a divorce or when they have lost a spouse.
Whatever your reason for seeking a financial planner, we are here for you.
Our unique financial planning service is The Joy of Retirement Process®, focused on helping you achieve financial independence and happiness through assisting you in reaching your goals, organizing your financial life, and maximizing your wealth.
Our Exemplary Service
We are proud of the service we provide our clients through our Client Service Experience, our differentiator. Our clients don’t worry or stress about their financial future because they know where they are headed by working with us to organize their retirement income planning, estate planning, and income tax mitigation.
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
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.
…For the circumstances that could derail as well as bring a lifetime of financial success.
…The longevity of your wealth and financial independence.
…Through wealth strategies designed to reach your goals and bring you true happiness.
“Real Estate Withholding Law Changes Effective January 1, 2003” (Friday, Oct. 18, 2002)
“Curating Uniqueness in the Wealth Management Industry,” by Jude Scinta (May, 2019)
Local Radio, Local Hosts, “The Morning Show” by James Marshall Berry/For The Sun (May 28, 2018)
Request a 30 Minute Phone Consultation
All it takes is 30 minutes on the phone to decide if we would be a good fit to work together. There’s no obligation and no pressure. Schedule your call automatically on our CONTACT PAGE or phone us directly at (707) 935-1124
We look forward to speaking with you!