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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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.