Our Services

The pace and complexity of managing finances leaves many people feeling unprepared and uncertain about their financial future. Our advisory process is comprehensive, customized to your objectives and capable of addressing a wide range of financial circumstances and concerns. Our Wealth Advisors will work with your other business professionals, such as attorneys and tax professionals, to coordinate decisions that support your overall financial goals. If you are looking to take the complexity out of managing your finances, it would be our pleasure to discuss with you which services would best serve your needs.

The wealth advisors at Meyer & Norland Financial Group, LLC, can provide support and strategy through the various stages of your life – the working years, selling a business, preparing for retirement, etc. Our services include:

Comprehensive Financial Planning
Risk Tolerance Assessment
Asset Allocation Analysis
Managed Asset Plans through LPL Financial
Tax-Efficient Investing
Education Planning
Corporate Retirement Plan Consulting
Fee-Based Retirement Planning
Retirement Plan Analysis
Roth IRA Conversions
Intergenerational Wealth Transfers
Hourly Consulting Services

Since no two clients are alike, our proactive communication is critical to developing and maintaining long-term relationships and offering the services that would be beneficial to pursuing your goals. Our goal is to keep you informed of your progress through these and other communication channels and tools, including:

24/7 Online Portfolio Access
Annual Client Review Meetings
Quarterly Performance Reports
Quarterly Market Updates
Educational Client Seminars