Investment Implementation Assistance

You've got all the detailed advice.  You know now that you need to open an account here, buy this much of that security, that much of this security, roll the money from this account to that account.  For many of our clients, it's up to them to actually go ahead and put the advice into practice.

Sometimes it's as easy as going to a website and clicking a few times.  Sometimes it's much more complex - reviewing plan documents, submitting forms, actually making trades.  Either way, we're here for you.  We'll join you on a conference call to your brokerage, on a video-chat while you fill in forms, or you can come in to our office and we'll sit side-by-side and get the job done.

Implementation assistance is available on an hourly basis, and is generally most effective and efficient if done in conjunction with an existing plan or project.

Meyers Wealth Management, where our goal is to help you achieve your goals
550 Hamilton Ave, Ste 210 • Palo Alto, California 94301 • • 1-800-993-2994
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© David S. Meyers, CFP® 2014