Navigate Retirement with a Trusted Partner

Our Services Can Help Complete Your Financial Picture

Just like a new puzzle out of the box, organizing and making progress in your financial life can sometimes feel overwhelming. You may wonder where to start. You might not even be clear about final picture you are creating. At Meyer Financial Services, we take pride in simplifying the process for each client, so they feel more in control and empowered to make informed decisions. We offer full-service, comprehensive investment and wealth management, integrating all aspects of your financial life into one tailored, actionable plan that’s in your best interests.

Investments

Do you have multiple investment accounts? We can review your various accounts and assess performance as related to your goals. We also consider your risk tolerance and other consequences such as taxes when making recommendations. 

Let us help you with:

• Assessing and reallocating accounts.
• Establishing new investment accounts.
• Managing your overall investment portfolio.
  

Retirement Planning

Are you are on track to make retirement a reality? After working with hundreds of retirees and near-retirees over the decades, we have learned a few things about retirement readiness and the potential pitfalls. We can help think through the details and develop a retirement plan for you. 

We can help answer questions like:

• Do I have enough saved to retire?
• How can an annuity provide a guaranteed income stream?
• Will taxes and inflation erode my nest egg?
  

Wealth Management

You have likely spent years diligently saving, investing and growing your resources. Now more than ever, it’s important to make wise decisions with your accumulated wealth. No matter what your goal is, we can assess your situation and discuss strategies to maintain your wealth. 

We can help clients with:

• Offering strategies for growth, preservation and protection.
• Making sure all accounts are aligned with goals.
• Exploring strategies for mitigating tax burdens.
  

Life Insurance

Life insurance can be an important component of an overall financial plan that can help reduce financial risk in the event of an untimely passing by the insured. Funds can help pay a myriad of expenses and give a surviving spouse, children and loved ones financial resources when needed most. 

We can help clients by:

• Reviewing current policies.
• Updating beneficiaries.
• Sourcing and establishing new policies.
  

IRA/401(k) Rollovers

When changing jobs or moving, it’s easy to lose track of 401(k) accounts. The downside of a “lost” account is it’s not actively working on your behalf anymore. It’s best to be proactive and make sure your accounts are actively managed as part of an overall financial plan. 

We can help with:

• Consolidating and rolling over accounts.
• Managing accounts based on your goals.
• Setting up new accounts to meet your needs.
  

Annuities

Annuities are insurance policies that can offer a guaranteed income stream for life. There are many types that have various features and benefits. Some policies offer moderate growth, curtailed market exposure and tax mitigation benefits. 

We can help with:

• Exploring the various types of annuities.
• Explaining annuity benefits in an overall financial plan.
• Finding the right annuity for your situation.
  

Social Security

When the time comes to cash in on Social Security benefits, the various options can feel overwhelming. We pride ourselves on staying current with the latest Social Security options, so you don’t need to. Getting up-to-date guidance can potentially impact your budget’s bottom-line in retirement.

We can help with:

• Exploring the various ways to claim benefits.
• Explaining early, on-time and delayed benefits.
• Clarifying the deadlines.
  

Legacy Planning

Legacy Planning is the process of looking at your assets and possessions and determining distribution. It can be simple or complex and possibly require legal and tax assistance to properly set up and document your wishes. It’s best to think these issues through today while time is on your side.

We can help with:

• Documenting beneficiary designations on accounts.
• Sourcing suitable life insurance policies.
• Working with other professionals on wills, estate planning and taxes.
  

5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster

Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.