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.