Our Financial Planning Process

We are passionate planners. Making sure our clients have successful financial plans is what we strive for. Financial planning is an ongoing process that helps a family continually "identify their goals" and achieve them through "careful management of their 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.