Keith Meyers, CLU, ChFC

Keith Meyers, CLU, ChFC

We start by helping you identify your goals and evaluate where you are relative to those goals.  From there we help develop personalized strategies to help you reach your goals and help implement any recommendations you would like move forward with. In the future we work with you to monitor your plan to help you achieve your financial dreams.

We do this by using six steps;

Projecting your goals – Where you want to be
Appraise Assets – What you have
Perform Gap Analysis – What you need
Provide Options – How to get there
Implement Strategies – Activate the plan
Monitor Plan – To help achieve goals

Keith Meyers, CLU, ChFC
(507) 263-4830, (888) 363-4830
(507) 263-3033
319 West Main Street
Cannon Falls, MN