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401-691-4177
rmeyer@indfp.com
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Services We Offer

How We Work

I provide holistic, fee-based financial planning and asset management. With access to a network of provider resources, I can help guide you through a complex, changing world of risk and opportunity.

  • Fee-Based Financial Planning
  • Fee-Based Asset Management – Retirement and Non-Retirement
  • Protection and Insurance Guidance
    • Life Insurance
    • Disability Insurance
    • Long Term Care Insurance
  • Annuities
  • Individual Retirement Accounts
  • Mutual Funds
  • College Savings Plans
  • Estate Planning Guidance

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.