FINANCIAL PLANNING PROCESS
Meyer Our Process

Our Process

Financial planning is a powerful process. Your financial goals will evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or retirement. As you begin to consider how to best manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing one of the top standards of financial planning.

Our planners will use powerful software to help you prioritize your needs, wants and wishes, and then we can project it forward as well as stress-test the long-term strategy for factors outside of anyone's control with the move of a simple slider.

For illustrative purposes only

Meyer Our Planner Animation
Meyer Financial Planning Services

Source: CFP Board Website

Financial Planning Services

CFP® professionals are held to strict ethical standards to help ensure financial planning recommendations are in your best interest. A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. Also known as CFP® certificate, these individuals must meet the following qualifications, as specified by the Certified Financial Planner Board of Standards, Incorporated to use the CFP® marks. A CFP® certificate must obtain 30 hours of continuing education every two years in the body of knowledge pertaining to financial planning areas such as estate planning, retirement planning, investment management, tax planning and employee benefits.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual’s or entity’s specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.

Please Also Note: The achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results or satisfaction if Meyer Capital is engaged, or continues to be engaged, to provide investment advisory services.

Contact

Office: (856) 985-8400
Fax: (856) 985-8151

525 Route 73 North
Suite 312
Marlton, NJ 08053

feeonly@meyercg.com

Quick Links

Home

Team

Who We Serve

Investment Process

Contact

Legal & Privacy | Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org

© 2024 Hightower Advisors. All Rights Reserved.