"Meyers Financial Services | Women-Led Wealth Management with Charles Schwab Custodial Support"

Investment Management
As the investment fiduciary responsible 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Oftentimes the best intentions go awry when beneficiary designations become outdated or obsolete.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.

A custodian is a Financial Institution that holds customers' securities for safekeeping so as to minimize the risk of their theft or loss. A custodian holds securities and other assets in electronic or physical form. Since they are responsible for the safety of assets and securities that may be worth hundreds of millions or even billions of dollars, custodians generally tend to be large and reputable firms.

In addition to holding securities for safekeeping, most custodians also offer other services, such as account administration, transaction settlements, the collection of dividends and interest payments, tax support, and foreign exchange. The fees charged by custodians vary, depending on the services that the client desires.

Notices must be supplied to customers when certain activities are conducted on their behalf or using their assets. Further, account statements must be supplied to the customers to keep them abreast of the current holdings associated with their assets.