Instant Wealth or Wealth Events

Instant Wealth or Wealth Events

Have you experienced a wealth event? If so, you may feel confused and overwhelmed at what to do next. There’s so much to consider when coming into a large sum of money. You don’t want to make mistakes and jeopardize your lump sum payment. Making wise decisions is all about consulting the right experts such as Certified Financial Planners (CFP®), Tax Accountants, and Estate Planning Attorneys.

What are common wealth events?

  • Winning the lottery
  • Insurance settlement
  • Divorce settlement
  • Pension lump sum
  • Inheritance
  • Becoming famous overnight in entertainment or athlete
  • Stock options and employee benefits.
  • Gift
  • Proceeds from sale of property, business or equipment
  • Legal settlement
  • Marriage

Need help? We are here for you!

Whatever your wealth event, Meyers Financial Services can help. Please contact us for a consultation.

Client Centered

Client Centered

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We look forward to speaking with you!

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.