Philosophy

MYERS FINANCIAL GROUP, INC. acknowledges that caring for an older member of the family can be a frightening and overwhelming process. We understand that the demands of work and life commitments can often interfere with a family’s ability to provide sound financial care.

MYERS FINANCIAL GROUP, INC. can assist in the estate planning process by reviewing each financial component before, during or after a life transition; compiling date-of-death valuations and providing cash flow analysis for the estate planning attorney, certified public accountant or family.

MYERS FINANCIAL GROUP, INC. values our ongoing, lasting relationships with our older clients and provides the extra time and consideration they need. We meet with all of our investment advisory clients at least quarterly, or more often if needed.

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Myers Financial Group, Inc.  A Registered Investment Advisory Firm

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