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 goals – Where you want to be
Appraise Assets – What you have
Perform Gap Analysis – What you need
Provide Options – How to get there
Implement Strategies – Activate 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.
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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
Investments
- Bonds
- Common Stock
- 529 College Savings Plan
- 401(k)
- Rollover 401(k)
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Variable Annuity
- Individual and Joint Accounts
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance