"The New Choice for Smart Consumers!"™
Welcome to Meyer Financial Planning, where we take pride in providing hourly, as-needed financial planning and advice to people from all walks of life. Whether you need a second opinion on a particular financial decision or would like professional guidance in reaching all of your financial goals, we are here to help.
Select Meyer Financial Planning if you want an independent Registered Investment Advisor that offers:
- Fee-only (commission free) comprehensive planning so that your financial concerns and goals are addressed in a coordinated and an objective manner:
- Risk management and insurance
- Investments
- Tax Strategies
- Estate Strategies
- Debt management
- Client Service and control so you choose how best to work with your advisor:
- An advisor who will work with you on one part of your plan or provide a comprehensive plan.
- An advisor who offers hourly, as-needed advice so that you decide when and how much of the services you need.
- Click here to learn more about our service choices.
- Value:
- A guarantee of value of services provided (Not investment performance!)so that you are assured you receive value for the development of your plan.
- Services that emphasizes cost effective implementation strategies.
- Read more about our guarantee here.
- Experience:
- An advisor who is a Certified Financial Planner (CFP®)
- An advisor with over 20 years of experience in financial services industry in a variety of roles that provide a unique perspective on planning and investments.
- Read more about our experience here.
Contact us now for a free, no-obligation meeting.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and
in the U.S.