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At Myers DeWitt, our approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
Long Term Care needs and analysis
We also can answer your questions, including:
What are my options regarding 401(k)/403(b) planning?
When can I retire?
Are my investments properly allocated for my risk tolerance?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
We have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

David C. Boydell CFP®

Founder

707-933-1328

707-933-1348

dboydell@myersdewitt.com

David C. Boydell, CFP®, is the founder of Myers DeWitt. Mr. Boydell is a Certified Financial Planner and has over 23 years of experience in investment management and financial planning as well as real estate and debt management.
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