Retirement Plan Built for Sonoma & Napa Life

For North Bay Professionals & Families With $1,000,000+ in Investable Assets

You’ve done the hard part — you’ve saved and invested well. Now the stakes change.

If you're 55+ with $1,000,000 or more in investable assets, retirement is no longer a distant idea. It becomes a series of critical financial decisions — how to reduce taxes, when to take Social Security, how to draw income without running out, and how to protect what you’ve built.

This next chapter isn’t about accumulation.
It’s about managing and preserving your wealth so it supports the lifestyle you want for the next 30+ years.

Retirement Planning for Sonoma, Napa & the North Bay — Built Around Your Life

At Meyers Financial Services, Inc., we help North Bay professionals, executives, and families turn their life’s work into a clear, tax-efficient, personalized retirement plan. Our clients want more than investment advice — they want a trusted partner to help them make smart choices during a pivotal financial transition.

What We Help You Solve

Tax-Efficient Retirement Planning

Strategies to reduce taxes now and throughout retirement — including Roth conversions, tax-smart withdrawal sequencing, capital gains management, and more.

Investment & Portfolio Management

We adjust your investments for the retirement phase — protecting your downside while still supporting long-term growth.

Sustainable Retirement Income Planning

A personalized plan for drawing income without risking depletion. We help optimize:

Required Minimum Distributions (RMDs)
Pension and annuity options
Withdrawal strategies designed for long-term success

Estate & Legacy Planning

Protect your wealth and pass it on intentionally through tax-smart strategies and coordinated estate planning.

Who We Serve

-Professionals & Executives nearing retirement

-Business owners preparing for exit or transition

-Couples and individuals with $1,000,000+ investable assets

-Families in Sonoma, Napa, and surrounding North Bay communities

If you're looking for financial clarity, tax efficiency, and a confident retirement path, you're in the right place.

Why Clients Choose Meyers Financial Services

For decades, we’ve provided trusted local expertise to individuals and families throughout the North Bay. Our approach is deeply personalized — never one-size-fits-all — ensuring that every strategy reflects your unique goals and financial picture. As fiduciaries, your best interests always come first, and our focus on tax-smart wealth management is designed specifically for high-asset households. You’ve worked hard to build your wealth, and we’re here to help you protect it, grow it, and use it with confidence.

Now let’s make sure it works hard for you

Contact Us Today