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