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