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.

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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.

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Grow Your Income

Retirement Income Strategies

Unlike the working years, where you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

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annuities

Grow Your Income

Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

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asset-protection

Preserve Your Assets

Asset Protection Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk: including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

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life-insurance

Preserve Your Assets

Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

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tax-efficient

Preserve Your Assets

Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

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Pass It On

IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

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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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