EXPLORE YOUR FINANCIAL TOOLBOX
Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.
We’re independent, so we can help you develop your custom retirement income strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Retirement Income
Strategies
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Annuities
An annuity is a contract between you and an insurance company that requires the insurer to make payments to you, either immediately or in the future.
Asset Protection
Strategies
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Life
Insurance
A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.
Tax
Strategies
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing.
IRA LegacyPlanning
An IRA can serve as a valuable tool in your overall wealth plan, allowing you to use retirement assets to address larger wealth transfer goals
Independent, Diversified, Knowledgeable
Every day, we guide clients just like you to their financial goals. We know what tools fit the varied needs and desires of those planning for retirement. We also know the tools and strategies that get you to retirement aren’t always the same as those that will take you through retirement. Our Myers Capital Advisors process aligns your goals and dreams with the right actions steps.
We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning
Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
