Savvy and Caring Sonoma Valley Wealth Management Services in the North BayWelcome to Meyers Financial Services Inc.
We provide Savvy 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. Contact us today at 707-935-1124 to schedule your virtual appointment.
We work with clients who have comprehensive wealth planning needs and 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.
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.
Making the decision to retire is sometimes a planned event and other times, it just happens to us without planning. This post is about setting in motion planning for retirement and the questions we may have when that happens. Is this...
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.
Download Free PDF Version or Call Our Office To Request a Copy of the Book
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.
Your lifestyle today will determine your retirement style tomorrow. Your current spending habits are crucial to your long-term success and to whether or not you reach your goals. Is the life (style) you are living right now aligned...
Meyers Financial Coaching helps you take into consideration your current behaviors and lifestyle so you can develop and follow a strategy that will benefit your financial future. Your coach is there to listen and provide knowledge so you can move confidently towards your goals. All this creating accountability so you can stay focused.
Request a complimentary 30 Minute Phone Consultation. There’s no obligation and no pressure.
Contact us at (707) 935-1124 to schedule your appointment.
Don't wait until you have to do something about your financial future, see how you can start today!
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.
You receive a phone call that your Great Aunt Edna has passed and that she was childless and has left you her entire retirement portfolio. What do you do? You just left a meeting with your divorce attorney and with a check...
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.
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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. Contact us at (707) 935-1124 to schedule your appointment or message us using form below.
We look forward to speaking with you!
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