Lillian M. Meyers, CFP®, CDFA™, EA
Meyers Financial Services, Inc.
670 W. Napa St. Ste C
Sonoma, CA 95476
◄ Financial Advisor Helping Executive Women With Their Finances◄ Financial Advisor for Small Business Owners who want more from their Retirement Plans ◄Financial Advisor Helping Affluent Retirees ►
Lillian Meyers brings a rare combination of an experienced investment advisor and wealth planner along with expertise in tax minimization strategies. From analyzing a divorce settlement to planning for retirement, taxes have a significant impact on your wealth. Most financial advisors are not educated and trained in accounting and taxes and often overlook the cost of taxes on a portfolio.
Everything we do with money has a tax consequence, either good or bad.
Lillian Meyers began her career as an accountant. Today, in addition to her more than 30+ years of wealth management experience, is also an Enrolled Agent, 30 +years representing individuals in front of the IRS, and understands that optimizing wealth begins with an expertly designed tax management plan.
Lillian Meyers is a Registered Investment Advisor. Investment Advisory services are offered through Meyers Financial Services, Inc. a registered investment advisor.
Specialties: Retirement & Estate Planning, Taxation, Small Business Planning, Divorce Financial Analyst,
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