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.

The key to your financial future is within reach! A financial coach is a knowledgeable and trustworthy person who will help you achieve your goals whether it be to pay off debt or make the most out of your money. Financial coaching is unique because it: Has the potential to change lifelong habits while building positive habits; Takes a holistic view of money and self-worth; Is flexible because we work with your schedule and budget; Provides encouragement and accountability at each step towards your goal.

Wealth events can be extremely stressful. The moment you’re handed your large sum of cash, there’s a rush of excitement, but then confusion and self-doubt quickly follow. How are you supposed to act or what do you say? And the million dollar question: What should I do with this money? These questions will lead to spending decisions that could jeopardize your lump sum payment or even worse, put it in jeopardy. The one thing most people don’t do is seek out help from a Certified Financial Planner (CFP®) who can advise them on how to invest their new wealth wisely.

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.

CA Insurance License #0809561