Myers Financial Group, Inc. Offers the Following Services:
Fee-Only Investment Management
Transitional Planning
Date-of-Death Valuations & Computation of Tax Basis
Cash Flow Analysis
Annual Trust Accountings
Referrals to Estate Planning Attorneys & Certified Public Accountants
Re-Registration of Accounts
Bank Statement Reconciliation & 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