Meyers Financial Services, Inc. Wealth Management

Registered Investment Advisor

About Meyers Financial Services, Inc.: Your Partner in Retirement Income Planning and Comprehensive Financial Services

At Meyers Financial Services, Inc., we are dedicated to helping clients achieve their financial goals through our client-focused service model. Our experienced team of women financial advisors provides personalized attention and ongoing support to ensure you are fully equipped to navigate every stage of life.

Investment Management

As fiduciaries, our top priority is acting in your best interest when it comes to managing your financial assets. We ensure your investments are properly allocated to match your risk tolerance and financial goals, providing tailored strategies for each life stage.

Retirement Income Planning

We help you build a solid Retirement Income Plan before making investment decisions, so you can confidently enjoy your retirement. Our process offers clear, actionable strategies that align with your retirement objectives, creating a stable financial future.

Scheduled Investment Reviews

Regular reviews are crucial to maintaining a successful investment strategy. We conduct annual, semi-annual, or quarterly reviews to ensure your investments align with your Retirement Income Plan and evolving financial needs.

Retirement Income Plan Updates

As your retirement progresses, so do your income needs. Our team adapts your plan to address changes in tax laws, Social Security, Medicare, and other factors, ensuring it remains relevant and effective.

Monthly Newsletters and Quarterly Market Reviews

We provide our clients with valuable insights into the economic and political trends that impact financial markets. Stay informed with our monthly and quarterly email newsletters, covering key financial topics.

Annual Beneficiary Reviews

We help keep your beneficiary designations up to date. Annual reviews ensure your estate plans are current, helping prevent outdated or incorrect information from causing issues in the future.

Educational Seminars and Client Events

We believe in building strong relationships with our clients. That’s why we host educational seminars and events to help you stay informed and engaged while fostering a sense of community.

Services for Couples Divorcing

Navigating divorce is difficult, and our experienced team offers full-service financial management tailored to your needs during this challenging time. We assist in everything from identifying assets and liabilities to creating a new financial plan post-divorce, ensuring a smooth transition into the next phase of life.

Comprehensive Financial Services for Pre-Divorce and Post-Divorce

Our expertise extends to pre- and post-divorce financial planning, offering advisory services such as:

Asset and liability assessments
Insurance policy analysis
Employee benefits and pension evaluations
Cash flow and budget planning
College funding strategies

Unmatched Value Through Transparent Pricing

At Meyers Financial Services, Inc., we are committed to delivering exceptional value for our clients. Our flat-fee pricing model ensures that you receive comprehensive, tailored financial planning without worrying about hidden costs or commissions. This transparent approach allows us to focus on what truly matters—helping you achieve your financial goals with confidence. Our clients benefit from our expert guidance, knowing that their best interests are at the forefront of every decision we make.

Our Team

Our dedicated team is passionate about helping you make informed decisions throughout your financial journey. We pride ourselves on being knowledgeable, accessible, and caring, delivering financial strategies that empower you to achieve your goals.

Our Ideal Clients

We specialize in working with clients preparing for retirement, managing wealth events (such as inheritances or legal settlements), or navigating life changes like divorce or loss of a spouse. Our clients typically have investable assets of $1,000,000 or more, though exceptions are made for those committed to saving aggressively.

Common Client Concerns

When should I take Social Security?
Do I need to keep working?
What taxes will I face?
Should I sell my home?
How can I help my family and community?

We strive to answer these questions through personalized, strategic financial planning. Our clients value our passion for protecting their financial interests, our transparency, and our commitment to tax-efficient strategies.

Experience the Meyers Difference

At Meyers Financial Services, Inc., we believe in a proactive, collaborative approach. We provide customized financial strategies, backed by diverse expertise, to help you stay on track toward a meaningful and purpose-driven financial future. We invite you to explore our website and contact us with any questions. We’re always here to help.