What We Do

Family Protection We help you identify financial strategies and retirement

income plans that can help you accumulate assets for the future, shield your business

and personal assets from liabilities, and safeguard asset transfer to children

and grandchildren.viability well into the future.

Estate and Legacy Planning Through collaboration with you and your other

advisors, we can assess the impact of state and federal taxes on your estate and

suggest strategies designed to minimize those taxes, while meeting your personal

philosophies and family needs.

Business Succession and Exit Planning  Your life’s work is often one of your

most valuable assets. We’ll help you find ways to protect that asset and ensure its

Family Protection We help you identify financial strategies and retirement

income plans that can help you accumulate assets for the future, shield your business

and personal assets from liabilities, and safeguard asset transfer to children

and grandchildren.viability well into the future.

Executive Benefits  Most businesses are successful due in large part to talented

executives. At Myers Financial Group, we can suggest a variety of benefit packages to

help you retain key employees and attract new ones.

Philanthropy  We can help you design and execute a charitable giving plan that can

meet your personal and philanthropic goals while minimizing your tax burden.

Wealth Management and Retirement Planning  Myers Financial Group

designs and implements a variety of accumulation and retirement income plans,

offering insurance products, investment programs ranging from separately managed

portfolios of stocks and bonds to mutual funds, and access to third-party wealth

management programs. We offer a consistent process to ensure management of

investment assets according to your risk tolerances and investment goals. We then

monitor your plan on a continual basis, and adjust and evolve as your needs change.