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HOW DO YOU DEFINE FINANCIAL SUCCESS?
This is how Ronald Meyer defines financial success for his clients:
- They should have the ability to attain their maximum wealth potential, beyond the wealth required to meet anticipated needs and goals, and without exceeding their tolerance for risk.
- They should have the full freedom and flexibility to enjoy all of their wealth during their lifetimes without the fear of it running out.
- They should have the ability to transfer 100% of their wealth to the people they love , not just what's left over after taxes and administrative expenses.
- They should have a plan that will work under all circumstances.
Ron Meyer is dedicated to helping people reach past their financial needs and goals to attain their financial desires and dreams!
Please check out this website to find out about the many products and services we provide.
The Lifetime Economic Acceleration ProcessTM (LEAP®) identifies certain financial needs and recommends various insurance products and alternatives. It is not financial planning, which is a fee based service offered by licensed financial planners.
Neither NewYork Life Insurance Company, it's agents or affiliates, offer tax, legal or accounting advice.
Ron Meyer is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the state of Minnesota, Iowa, Texas and Wisconsin. No insurance business may be conducted outside these states referenced.
Ron Meyer is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency 1021 North Riverfront Drive Mankato, MN 56001. In this regard, this communication is strictly intended for individuals residing in the state of Minnesota. No offers may be made or accepted from any resident outside the specific state referenced.
Ron Meyer is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.