Our Clients

Ideal Clients


 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 characteristics 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.

Get Started with Meyers Financial Services, Inc. Today

Don't waste another moment worrying about getting your finances in order. Meyers Financial Services, Inc. is ready to assist you with virtually any type of financial management plan, ranging from straightforward to complex. Make an appointment today to prepare a future of financial growth.

Call (707) 935-1124 today to speak with a wealth management professional Lillian Meyers.

Client Centered

Request a 30 Minute Phone Consultation

All it takes is 30 minutes on the phone to decide if we would be a good fit to work together. There’s no obligation and no pressure. Schedule your call automatically on our CONTACT PAGE or phone us directly at (707) 935-1124

We look forward to speaking with you!

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