Lillian M. Meyers

President & Principle

CFP®, CDFA; CFF, EA

My Approach

My approach to wealth management begins with understanding what matters most to you. I work primarily with affluent retirees, individuals approaching retirement, successful professionals, and business owners who want more than investment management—they want a comprehensive strategy for their financial future. With over 40 years of experience in financial planning, investments, and taxation, I help clients navigate important financial decisions, including when to retire, how to generate sustainable retirement income, manage investment risk, and incorporate tax-efficient strategies to preserve wealth. I believe your investments, retirement income, tax planning, and estate planning considerations should work together to support your long-term goals. Every recommendation begins with understanding your unique circumstances, priorities, and vision for the future. As a boutique wealth management firm, we offer personalized attention, proactive guidance, and direct access to experienced professionals who genuinely care about your financial well-being. Whether you're preparing for retirement, managing substantial investments, or seeking a fresh perspective on your current financial strategy, my goal is to help you make informed decisions with clarity and confidence. **You've worked hard to build your wealth. Let's create a strategy to help you preserve it, enjoy it, and make it work for the life you envision.** Visit **www.meyersfinancial.com** to schedule an introductory conversation. **Your trust. Our expertise.**

The Clients I Serve

Physicians & Healthcare

**Don't let a high income take the place of a comprehensive financial plan.** Physicians and healthcare professionals often spend years building their careers while putting their own financial planning on the back burner. A substantial income doesn't automatically translate into long-term financial security. My advice is to develop a coordinated financial strategy that addresses retirement planning, tax-efficient investing, risk management, and wealth preservation. Pay particular attention to maximizing retirement plan opportunities, managing taxes, and creating an investment strategy that supports your long-term goals. **You've dedicated your career to caring for others. Make sure you're giving your own financial future the same attention.**

Also: Business Owners, Executives, Government & Military, High Earning First Generation, Philanthropists, Retirees or Seniors, Teachers & Educators, Working in Retirement

Major Milestones I Specialize In

Career Changes or Job Loss, Caregiving for Aging Relatives, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Getting Married and Starting a Family, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

At Meyers Financial Services, we believe successful wealth management is about more than managing investments. It’s about understanding what matters most to you and creating a financial strategy that helps you build, protect, and enjoy your wealth with confidence. With over 40 years of experience, I bring a personalized, comprehensive approach to financial planning and investment management. As a CERTIFIED FINANCIAL PLANNER™ professional, Enrolled Agent, and Certified Divorce Financial Analyst™, I offer a unique perspective that integrates investment strategies, retirement income planning, tax considerations, and wealth preservation. **What sets us apart is our commitment to personal relationships.** As a boutique wealth management firm, we take the time to truly understand our clients, their goals, concerns, and priorities. You work directly with experienced professionals who know you and your financial circumstances—not a call center or a constantly changing team of advisors. We specialize in working with individuals approaching retirement, affluent retirees, successful professionals, and business owners who value thoughtful financial guidance. Whether you're planning for retirement, determining how to generate income from your investments, or evaluating your current portfolio, we develop strategies tailored to your needs. Our clients can expect clear communication, proactive guidance, and an ongoing relationship built on trust, integrity, and personal attention. **Is your current financial strategy truly working for you?** Whether you already have a financial advisor or are exploring professional wealth management for the first time, a fresh perspective can help you identify opportunities and make more informed decisions. **Take the next step toward a more confident financial future.** Schedule an introductory conversation with Meyers Financial Services to discover how our personalized approach to wealth management may benefit you.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.