Our Financial Planning Process

We are passionate planners who aspire to see you and your family succeed in life. Success can be achieved through thoughtful financial planning. Financial planning is an ongoing process that helps you continually identify your goals and achieve them through the careful management of your resources.

1.“Identifying goals” is a continuous process of thinking about your goals and adjusting them as your resources and specific circumstances change over time. Here are some examples of common goals:

Understanding and having confidence in your finances

Choosing a retirement date

Increasing travel while you are healthy

Charitable giving during and after your lifetime

Funding college expenses with tax-free growth

Protecting your family from unintended consequences

Simplifying your estate for future generations

2.“Careful management of resources” is maximizing the long-term, after-tax value of your resources by understanding all the choices and issues related to:

Your specific tax situation, including long-term strategies

Social Security benefit strategies

Healthcare and Medicare plans

Investment selection and appropriate risk

Choosing the most advantageous account types and coordinating with investments

Pension choices and other retirement benefit options

Long-term care

Life and disability insurance needs

Estate and trust planning

The majority of relationships with our clients are long-term. The relatively small size of our  firm allows us feel as if we are part of your family. This helps us quickly think of YOU when new planning issues arise. As opportunities surface for your family, you should expect to hear from us.  Your success is our success, which is what drives each and every one of us at Meyer Gates.