Financial Advisor in Scottsdale

Meyer Financial Services is an independent financial advisory firm that helps people plan for retirement. Its work covers retirement income design, tax-reduction strategies, Social Security timing, IRA and 401(k) rollovers, life insurance, annuities, and estate planning. The firm works with more than one company, so it designs the strategy first and then selects products that fit the goals. Ted Meyer III founded the firm in 2006 and works as a fiduciary advisor who holds a Series 65 license.

The first meeting is a complimentary, no-obligation consultation, which can be booked by phone or through the contact form. The process runs in four stages: getting to know the client, assessing the current financial picture, writing a retirement plan, and then monitoring progress over time. The office is in the Gainey Ranch Financial Center in Scottsdale.