Description: At Meyer Gates, we provide advice. We are a Fiduciary, Fee-Only firm focused on helping two groups of people: 1. An individual who has recently been divorced or widowed identify a simple plan to maximize their resources. 2. Couples and individuals over age 50 who seek a long-term relationship with an advisor to help them optimize and have confidence in their retirement and estate plans.
retirement planning (1254) fiduciary (583) cfp (424) fee-only (211) divorce planning (19) widow planning (1) widower planning (1) pre-divorce planning (1) post divorce planning (1) over age 50 retirement planning (1)
At Meyer Gates, we provide advice. We are a Fiduciary, Fee-Only firm focused on helping two groups of people:
1. Couples and individuals over age 50 who seek a long-term relationship with an advisor to help them plan and enjoy a successful retirement. 2. Individuals who have recently been widowed and need help understanding and navigating their financial world.
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