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CONCERNED ABOUT INCOME IN RETIREMENT?

WE CAN HELP YOU BUILD A STRONG FOUNDATION FOR THE NEXT PHASE OF YOUR LIFE.
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FULL SUITE OF SERVICES

We’re independent, so we can help you develop your custom retirement income strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

Retirement Income
Strategies

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.

Annuities

An annuity is a contract between you and an insurance company that requires the insurer to make payments to you, either immediately or in the future.

Asset Protection
Strategies

There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

Life
Insurance

A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Tax
Strategies

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing.

IRA LegacyPlanning

An IRA can serve as a valuable tool in your overall wealth plan, allowing you to use retirement assets to address larger wealth transfer goals

At Myers Capital Advisors, we help you...

  • Create strategies to stop the IRS from becoming the primary recipient of your retirement account.
  • Identify some of the most important steps to take NOW before the next bear market hits.
  • Why volatility would have been high with or without a pandemic, and why it is likely to continue.
  • Understand what the new Tax Law may mean to you. Who wins? Who loses?
  • Discover how much exposure you may have in the market.
  • Retirement risks – learn about one of the biggest financial risks that could potentially affect your retirement.
  • Why getting a second opinion may be one of the most important financial decisions of your life.

DREAM IT

Schedule a visit, where you’ll share your goals and dreams, so we fully understand your vision for retirement.

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PLAN IT

With your goals in mind, our Myers Capital Advisors Process will help translate your retirement dreams into clear action steps.

How We Help

LIVE IT

While you enjoy retirement, we’ll monitor regularly to help ensure your plan stays on track for as long as you live.

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Contact Us Today

It’s never too early — or too late — to take control of your financial future, so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.