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.

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.


Check Out Our Full Suite of Services

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.


Grow Your Income

Retirement Income Strategies


Grow Your Income



Preserve Your Assets

Asset Protection Strategies


Preserve Your Assets

Life Insurance


Preserve Your Assets

Tax-Efficient Strategies


Pass It On

IRA Legacy Planning

At Myers Capital

We Will Help You:

  • Create strategies to stop the IRS from becoming the primary recipient of your retirement account.
  • Identify some of the most important steps to take NOW before the next bear market hits.
  • Why volatility would have been high with or without a pandemic, and why it is likely to continue.
  • Understand what the new Tax Law may mean to you. Who wins? Who loses?
  • Discover how much exposure you may have in the market.
  • Retirement risks – learn about one of the biggest financial risks that could potentially affect your retirement.
  • Why getting a second opinion may be one of the most important financial decisions of your life.
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.

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