Welcome to Eric Park and George Meyer's Website
Amid an ever-changing investment landscape, investors need an experienced partner who can guide them through the intricacies of investing and financial planning. One of the most important decisions you can make is to seek the advice of a qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture - someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs and help you stay on track.
As trained financial professionals, together Eric and George possess over 50 years of industry experience and are 100% committed to helping you pursue your long-term financial goals. They strive to make complex financial concepts easy to understand and concentrate on offering comprehensive guidance to best fit your specific needs. As a full-service brokerage office, Eric and George offer clients an assortment of quality, non-proprietary investments, including:
- Individual Account Services
- Corporate Account Services
If you would like any further information about these topics, or other areas of investing, please don't hesitate to call or email our office. We can help you make sense of today's investment climate.
Newsletters
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.