Wealth Management Services

Meyers Financial Services, Inc. Can Guide You Toward Success

At Meyers Financial Services, Inc., we offer a variety of services that can suit the needs of virtually everyone. Our wealth management team is well-prepared to help with even the most complex matters. Whether you are struggling with financial issues, need help in arranging finances in a divorce, or simply want to maximize your chances for optimal financial growth in the future, we can show you how to succeed.

ASSET MANAGEMENT:
Meyers Financial Services, Inc. offers discretionary asset management services to advisory Clients. The fees for these services will be based on a percentage of Assets Under Management. The fee will not exceed 1.5%. This arrangement will be inclusive of any financial planning and consulting services.

AD HOC FINANCIAL PLANNING and CONSULTING:
Financial Planning and Consulting Services are offered based on an hourly rate of $400 and fixed fee ranging between $3,000 and $20,000 based on complexity and unique Client need

ONGOING FINANCIAL COACHING & FINANCIAL CHECK-UP:
Financial Coaching & Financial Check-up Services are offered at $250-$575 per month. 

CLIENT PAYMENT OF FEES:

  • Investment management fees are billed monthly in advance, meaning we bill you at the beginning of the month. Fees are usually deducted from a designated Client account to facilitate billing. The client must consent in advance to direct debiting of their investment account.
  • Financial Planning Fees are due upon commencement of the agreement.
  • Financial Coaching fees are billed monthly in advance.

Our Process & Values

At Meyers Financial Services, Inc., we frequently serve independent thinkers who are not afraid to make bold choices to maximize their growth. We follow a process that has a proven history of success. By focusing on your particular financial situation to identify all the areas that need attention, we can target specific methods for success.

Our process goes as follows:

  • Meet:  We meet with you to discuss your financial goals, both immediate and long-term.
  • Discover: We take an inventory of your assets, expenses, taxes, debts, property, and more.
  • Analyze & Report: We provide a personalized report and help you evaluate your options.
  • Review: We meet to discuss the report and a plan of action for the future.
  • Recommend: We advise you on the most effective actions to take.
  • Consult: We take the time to work with you, your attorneys, or other advisors.
  • Follow-up: We continuously monitor your progress and check back in to keep you on track.

Investment Advisory & Performance Reporting

The platform is customized to fit your needs we work with institutional models, institutional research and make sure that you have a diversified portfolio.   Asset allocation and customized portfolio construction, a true open-architecture integrated wealth planning, tax-efficient portfolios, alternative investments, and consolidating performance reporting. Customization just for you, able to determine when to take action and established triggers.

Outcome-Based Planning by integration, risk management, working with your vision, prioritize and then set goals.

Our intellectual capital, credential, experience, and studies from Vanguard and Morning star explaining why you need an advisor to help you make good decisions and not make mistakes.

Call (707) 935-1124 to Reach Meyers Financial Services, Inc. Today

When you are ready to get started, we are here to help. We have experience assisting business people, professionals, those who are seeking long-term planning, and many more types of clients. Founder Lillian Meyers is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst™, in addition to holding several other certifications.

Contact Meyers Financial Services, Inc. today and get started in your financial future!

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. We look forward to speaking with you!