Broker Check

What We do

We start by helping you identify your goals and evaluate where you are relative to those goals.  From there we help develop personalized strategies to help you reach your goals and help implement any recommendations you would like move forward with. In the future we work with you to monitor your plan to help you achieve your financial dreams.

We do this by using six steps;

Projecting your goalsWhere you want to be

Appraise AssetsWhat you have

Perform Gap AnalysisWhat you need

Provide OptionsHow to get there

Implement StrategiesActivate the plan

Monitor Plan – To help achieve goals

Products and Services

Financial Planning Service Options


Quick Plan
Silver Plan
Gold Plan
Platinum Plan

Your Benefits

This is a working financial planning session. 

It is designed for those   who are looking for more   in depth answers than  covered at our initial meeting. While not a comprehensive financial plan you will get accurate information from a knowledgeable financial source.  

 Offers services to suit most people.

In addition to basic planning services, particular attention is paid to protection and accumulation, with helping you answer more advanced  questions in regard to helping your reach your financial goals.  Additional account reviews improve client focus and understanding of their plan.

Designed for people nearing retirement, executives and business owners. 

A comprehensive level of  planning provides additional focus on asset and liability  management. In addition, investment tax strategies, estate planning services, life planning and succession challenges are addressed.


Designed for high-net-worth clients and businesses with sophisticated financial needs. 

These clients have many moving parts in their financial life that will need a more customized and time intense data gathering, analysis and implementation process.  This may include advanced estate planning, business advisory services, Legacy & succession planning.     


Program Features

·The Meyers Quick Plan™

·  Basic Goals & Strategies

·  Designed for people who would like a consultation without a comprehensive financial plan.

·  A la Carte Planning Services

·  E-Newsletters

·  Unlimited Phone & Email Support


·  Meyers Silver Plan™

·  Personal Planning

·  Basic Retirement Planning

·  E-Newsletters

·  Financial Organizer

·  Unlimited Phone & Email Support

·  Online Vault Set-up (Client Enters Data)


·  Meyers Gold Elite Plan ™

·  Personal Planning

·  Comprehensive Retirement Planning

·  Business Planning

·  Life Balance Planning

·  E-Newsletters

·  Financial Organizer

·  Unlimited Phone & Email Support

·  Online Vault Set-up and Data Entry Updates

Online Wealth Access

·  Meyers Platinum Elite Plan ™

·  Personal Planning

·  Business Planning

·  Estate Analysis

·  Life Balance Planning

·  E-Newsletters

·  Financial Organizer

·  Unlimited Phone & Email Support

·  Vault Set-up AND Data Entry

·  Online Wealth Access

We provide assistance in the following areas:

Financial Planning

  • Personal Planning
  • Retirement Planning
  • College Planning
  • Life Balance Planning
  • Estate Planning
  • Business Planning


  • Bonds
  • Common Stock
  • 529 College Savings Plan
  • 401(k)
  • Rollover 401(k)
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity
  • Individual and Joint Accounts


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance