Jeffrey Myers CFP® is proud to offer the following financial management services. We feel that our commitment to a highly personalized financial relationship is unmatched in the financial industry. The level of care that we provide to our clients is not able to be duplicated by larger organizations.
Phase 1:
- Comprehensive evaluation of your current situation
- Risk evaluation to address areas of needed financial protection
- Development of a financial plan to serve as your guide
Phase 2:
- Personalized Asset Management
- Ongoing commitment to re-balancing and evaluation
- Tax sensitive portfolio management techniques
- Commitment to low cost investing strategies
Phase 3:
- Monthly personalized performance reports
- Quarterly review of markets and personalized relative performance evaluation
- In person quarterly, semi-annual, or annual planning sessions, as needed
- Responsive service to address your questions anytime
