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.
MYERS FINANCIAL GROUP, INC. works primarily with our older generation. Most of our clients are in their sixties, seventies, and eighties. Many are widowed and several do not have children.
MYERS FINANCIAL GROUP, INC. specializes in transitional planning and we add clarity and understanding in difficult times. We welcome clients who are in life transition; who have experienced a major change that has altered their lives, such as the loss of a loved one. Many clients have recently experienced the loss of a spouse or a whose loved one is ill and may have started the passing process.
MYERS FINANCIAL GROUP, INC. offers compassionate financial care and valuable resources to all individuals involved, and we work closely with the clients' estate planning attorney, certified public accountant or tax professional and family members.
BSBA - Accounting Chapman University -
Cum Laude, Grey Key
Finance - University of California, Irvine
National and Local Member -
Financial Planning Association (FPA)
Jerrilynn C. Myers, Certified Financial Planner™
Principal, Myers Financial Group, Inc.
A Registered Investment Advisory and Wealth Management Firm