Ronald H. Meyer - CLU, CLTC, Agent


Protection
Savings
Growth

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.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

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