Richard Myerson - Insurance - Wealth Preservation/Transfer Planning, Life Insurance

Profession	Insurance

Specialty	Wealth Preservation/Transfer Planning, Life Insurance

Group	WLK6 [EC]

Business Name	Myerson Wealth and Insurance Planning

Title	CPA - CLU - ChFC

Address	5737 Kanan Road Suite 261 Agoura Hills, CA 91301-1601

Work Phone	(818)879-1705

Fax	(818)707-0504

Web Site	www.myersonagency.com

Linked In	View Profile

Member Since	1/2011

Myerson Wealth and Insurance Planning managed by Richard Myerson, CPA, CLU, ChFC, is a primarily enagaged in helping clients create their Wealth Plan. This is predependent on the stage of their financial life. We develop Wealth Accumulation, Wealth Preservation and Wealth Transfer Plans consistent with our clients' goals and objectives. Secondarily, we are a full service life and health insurance agency specialized in working with our clients and their closely held business interests.

Richard�s background as a CPA, his many years as CFO and President of privately held companies, and his passion for the celebration of life, combine together to bring his clients a uniqueness of knowledge, experience, integrity and care. As a company we are most concerned about:
� Providing our clients with the most comprehensive plan tailored to their specific needs using the best products at the lowest costs feasible;
� Removing the frustration, misunderstanding and mystery from insurance products by spending whatever time is necessary to properly explain and educate our clients through the process;
� Providing our services with the highest degree of integrity and confidentiality, without any product bias or concern for our own remuneration.

For over 15 years Richard has unrelentingly worked under the principle of under-promise and over-deliver. This along with his other core philosophies:
1. completely unbiased consultative advice;
2. total client circumspection; and
3. the recognition of the importance of enjoying the relationships developed through the process, has allowed Myerson Wealth and Insurance Planning to very successfully build its business.

Our process starts with Listening. Through careful and sensitive questioning we piece together our clients' goals and objectives. Then, in conjunction with our clients� trusted advisors, we implement a strategy using the very best, tax-efficient structures and products.

Our primary role is to help our clients, on a consultative basis, with the development of the Wealth Plan. This includes accumulating clients' biographic and financial data, and more importantly their future goals and objectives to create and document their plan. Secondarily, we will provide funding for aspects of that plan, including sourcing the very best life, disability and health insurance products to meet those needs. We work closely with our clients and their other professional advisors to fund these strategies: retirement planning, estate planning, succession planning.

Insurance products most often come with a bucket of confusion. As a CPA, and a Chartered Financial Consultant, Richard Myerson provides unbiased, concise and easy to understand explanations to sift through this confusion and deliver clarity.

Myerson Wealth and Insurance Planning is committed to providing its clients with advice and products that are unparalleled in the industry. We will commit to providing a no-cost, no-obligation consultative review of existing insurance in-force, and together with our clients and their other advisors, determine if additional or different structures, devices or products need to be introduced. If new products are required, our commitment further extends to providing the very best product to meet our clients� needs with the best cost-value relationship available. We are unaffiliated with any one insurance carrier and can hence provide these products without any bias.

Myerson Wealth and Insurance Planning works predominantly with high income/high net worth individuals and their closely held business interests. In addition we work with other professionals, doctors, and self-employed individuals and their professional services entities. We will not turn our back on anyone who can benefit from our services.

All

Information Not Available

Name:

Phone:

Email:

Comments:

Social Clubs	Ex Chair, Wine & Food Society of Hollywood


College Degrees	Bachelor of Commerce, University of Cape Town


License Number	0B47714

Westlake Village - Insurance

Specialties: Wealth Preservation/Transfer Planning, Life Insurance