Services

MYERS FINANCIAL GROUP, INC. offers the following services:

• Fee-Only Investment Management
   

• Transitional Planning
   

• Date-of-Death Valuations and Computation of Tax Basis
   

• Cash Flow Analysis
   

• Annual Trust Accounting
   

• Referrals to Estate Planning Attorneys and Certified Public Accountants
   

• Re-Registration of Accounts
   

• Bank Statement Reconciliation and Establishment of Auto Bill Pay
   

If you would like to schedule a complimentary appointment to see if we can be of service to you, please contact us at 760.789.0900

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Myers Financial Group, Inc.  A Registered Investment Advisory Firm

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