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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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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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Accumulation
Estimate the future value of your current savings.
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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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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.