Meyer Financial Planning helps clients financially prepare for and manage key transitions in their lives, whether they are just getting started, planning for college, making a career change or getting ready to retire.

Meyer Financial Planning Provides:    

• Strictly Fee-Only (commission-free) comprehensive planning so that your financial concerns and goals are addressed in a coordinated and an objective manner:
  
  • Portfolio development and management
  • Risk Management and Insurance
  • Retirement Distribution Strategies
  • Estate Strategies
    • Contact us now for a free, no-obligation meeting. 
• On-going relationship and flexibility so you choose how best to work with your advisor:
  • An advisor who will listen to your financial goals and needs.
    
  • An advisor who will work with you on one part of your plan or provide a comprehensive plan.
  • Choices on how the plan will be implemented.
    • 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 24 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.