Products and Services
Services
Myers DeWitt provides the following services:
- Financial Planning and asset management
- Identify client risk tolerances and loss aversion
- Provide portfolio allocations that are suitable to the clients risk tolerance
- Identify financial planning needs in areas of living and irrevocable trust planning, health considerations, and legacy and philanthropic desires
- Monitor the overall plan and rebalance assets as needed
Products
We provide solutions in the following areas:
Investments
- Laddered Bonds Strategies
- Common Stocks and Analysis
- Trusts
- Educational IRAs
- Traditional IRAs
- Roth IRAs
- SEP IRAs
- Simple IRAs
- Inherited IRAs
- Brokerage Accounts
- Treasury Bills
- Treasury Notes
- Annuities for Guaranteed Income
Financial Planning
- Financial Retirement Plans
- Tax Planning
- College 529 Plans
- Estate and Legacy Planning
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance