Focused on Optimizing Your Wealth

Sophisticated and Caring 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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The Three P’s for Financial Health and Happiness


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

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…The longevity of your wealth and financial independence.

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

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Commonly Asked Questions

At Meyers Financial Services, Inc., we walk with you through the questions and decisions that are critical to your financial success.

Commonly Asked Questions

  • Can I retire? When?
  • Should I buy a vacation home?
  • Will I run out of money?
  • Home much income will I need in retirement?
  • What kind of health insurance options will I need?
  • How much should I be saving?

DIVORCE Commonly Asked Questions

  • Is this a fair settlement?
  • What are my assets?
  • Should I keep the house?
  • What will I end up with?
  • Am I going to be able to financially survive?
  • How do I manage money moving forward?

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Our Latest Blog Post

Paying for College: The Difference Between The Two Kinds of 529 Plans

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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."