Meyers Financial Services, Inc. Wealth Management
Registered Investment Advisor
retirement income planning
client service experience
At Meyers Financial Services, Inc., our dedication to clients is demonstrated through our service model. Clients can expect to receive individual attention and support on an ongoing basis in the following manner:
- Investment Management
As the investment fiduciary responsibility for your financial assets, we are dedicated to acting in your best interest when making recommendations about your savings and investment strategies. That includes making sure your investments are allocated appropriately for your personal risk tolerance and financial stage of life.
- Retirement Income Planning
We encourage our clients to create a Retirement Income Plan prior to making investment decisions. Our Retirement Income Planning process will assist you in pursuing your retirement goals by providing clear, concise strategies so you can enjoy your retirement years with confidence.
- Annual, Semi-Annual, or Quarterly Investment Reviews
A vital part of any investment plan is to review your accounts on a regular basis. We are committed to meeting with you on a pre-determined regularly scheduled basis to make sure your investment strategy remains consistent with your Retirement Income Planning objectives.
- Retirement Income Plan Updates
As you progress through retirement, your income needs and circumstances may change. In addition, there may be changes to tax brackets, Social Security, Medicare and other laws that may affect your planning. Your Retirement Income Plan will be updated to ensure your plan is focused and remains consistent with your circumstances.
- Monthly Financial Newsletters; Quarterly Market Reviews
We like to provide our clients with the opportunity to learn more about a variety of financial topics, including the economic and political forces that affect the financial markets. You will receive monthly & quarterly email newsletters on those topics and may opt out at any time.
- Beneficiaries Reviewed Annually
Oftentimes the best intentions go awry when beneficiary designations become outdated or obsolete. We will review your beneficiary information with you annually and recommend an estate attorney if needed.
- Educational Seminars & Client Events
To further our relationships with our clients, we offer educational seminars and client events. These activities allow us to get to know one another outside of our regular office meetings and phone conversations.
- Our Team
Our team is dedicated to helping clients make informed, discerning decisions throughout retirement and it’s a responsibility we all take seriously and an honor we value. You’ll quickly discover us to be a very knowledgeable, accessible, and caring staff.
Services for Couples Divorcing
We are a full scope financial management firm offering advisory services, financial planning, insurance, tax consulting and compliance. Our firm is equipped with world-class technology and an experienced team of financial, tax and planning professionals to help you make sense during such an emotional and difficult time.
We have found that many affluent couples, men, and women are at a disadvantage when a divorce occurs. Our advisory team understands you and your needs during this difficult time.
Although we do not provide legal advice, we are prepared to work efficiently with your attorney, paralegal, accountant and mediator to help you reach the best possible solution during a difficult time. We are on your side!
Services Provided Pre-Divorce
-Identify and access financial assets and liabilities
-Analyze and review insurance policies
-Review and evaluate employee benefits
-Analyze social security, retirement and pension benefits
-Create detailed cash flow and budget to help manage lifestyle expectations post divorce
-Analyze and consider college funding and expectations if needed
-Review mortgage and debt structure
As a full-service advisory team, we are here to help you transition from the divorce process into a fully independent person ready for the next phase of your life.
-Supervise asset transfer
-Create a personalized financial plan based on your risk tolerance and planning needs
-Assist in implementing your new budget
-Update cash flow and spending plan
-Invest your assets in a customized, cutting edge investment strategy to meet your long-term needs
-Serve you with integrity, honesty, and compassion by our dedicated service team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
You are retiring or preparing for retirement. You may have experienced a wealth event such as an inheritance, sale of a business, or received a legal settlement, or you may have recently lost a spouse or become divorced.
We like to work with individuals and married couples who have a desire to organize their finances, plan their future, and they want to work with a wealth and tax manager who will help them take care of all aspects of your financial life.
Doing this will allow you to pursue your passions with confidence, knowing you’ve made sound financial decisions.
Our clients generally have investable assets of $300,000 and above, although exceptions are made for those saving aggressively.
Here are characteristic of our ideal clients.
As someone who is retired or planning for retirement, your main concerns are:
- When do I take my social security and how much is it?
- Do I need to work or can I stop?
- What taxes will I pay?
- Do I sell my home and move?
- Travel and new hobbies?
- How much can I help my family?
- Charity? Impact my community?
As someone who has experienced a wealth event, your main concerns are:
- Do I pay off my mortgage and debt?
- What should I invest in?
- What are the taxes I need to pay?
- How much should I help my family?
- Travel and entertainment?
- Charity? Impact my community?
As someone who has lost a spouse or gone through a divorce, your main concerns are:
- Where should I live?
- What will be my taxes?
- How can I position myself to build wealth?
- How much money do I need?
- How much can I travel?
- Charity? Impact my community.
Our clients like working with us because:
▪ We care and have a passion to protect and help people make good decisions.
▪ We educate, we are transparent, and we keep you informed.
- We work to mitigate tax liabilities
- We go the extra mile for our clients
- We are accessible
- We are responsive
- We keep all information Confidential.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.