Meyer Shaw Financial Group

Preparing for Your Financial Future

At the Meyer Shaw Financial Group, we measure our success by the success of our clients.  In our company’s more than 50 year history, we have helped thousands of clients minimize their tax burdens, obtain their financial goals, and protect their assets for the future.  Our staff, comprised of tax and financial professionals, are unsurpassed in their methods of analyzing your specific needs and helping you achieve your financial objectives. 
 
What sets the Meyer Shaw Financial Group apart from other companies?  Our broad range of professionals with the knowledge and experience to meet your goals.  Our staff is comprised of Enrolled Agents (EA), Certified Financial Planners (CFP), Life Agents, Mortgage Representatives, and Notary Public.  While other companies only look at you from a one dimensional angle, we look at you from all angles. Simply investing or reducing your current years taxes alone is not a complete strategy.  Furthermore, many companies will suggest ideas without regard to your immediate cash needs.  A complete plan does it all… Reduce Your Taxes, Increase Your Assets, and Protects Your Future.
 
At the Meyer Shaw Financial Group we are all about Preparing For Your Financial Future!
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

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