New Name and Address, Same Great Service

Well, it has been a while since I last posted a blog but the reason is I was re-doing the site completely. This is the new and improved site that is now the KG Meyer, P.C. site which replaces the old Kirk G. Meyer site that I have used in the past. Why the change you ask? Well, I recently passed the Series 65 Examination and am now not just writing about personal finance but offering financial planning services. This new site will incorporate the two and will be more functional in regards to the planning aspects of my new endeavor.

 

If you have enjoyed my posts in the past I will continue to post on a weekly basis on a variety of topics with a main focus on retirement. But that does not mean I will not be posting about other financial topics as any and all aspects of personal finance are fair game. But let us face it, everyone will at some point buy a house, save for theirs or a child’s college and then we all hope to retire one day. But to me the most vital aspect of our financial lives might involve paying for college or buying a house but it is retirement that will influence how we live today so that we can live well in our golden years.

I will also from time to time give investing advice as being a State of Tennessee Investment Advisor allows me to provide some general ideas on investing. Now when I do these types of posts I will be discussing investing in general terms and making broad recommendations. Why are they general terms and broad recommendations you ask? It is because without knowing your individual risk tolerance or financial plans I cannot in good conscious or legally provide financial advice without having performed any due diligence. And this not only goes for me and my site but any site that discusses financial investing or personal finance.

But the main purpose

But the main purpose of the new and improved site is not just to pass along good and useful information on personal finance but rather promote my services as a financial planner. As you can see the site is set up to serve both purposes but the main focus is on financial planning and not just the blog posts. I will be offering two basic ways to provide my planning services. The first is an hourly rate that will be charged in 15 minute increments. The hourly rate will allow you to have me focus just on a specific issue you may be experiencing or you can have me provide you a comprehensive financial plan on a one-time basis. The other method is I will manage all or a portion of your assets for a small fee. In doing this I will make recommendations for your portfolio and ensure that your asset allocation is maintained by re-balancing the portfolio for you. This method also enables you to take your emotions of the equation which is what gets most people in trouble by selling low and buying high. Which as you know, is the complete opposite of what we are supposed to do.

A little more about the asset management portion of my services would be good I think. For that small percentage fee of assets you place in my management you will get several different and valuable things in return. First, you will not have to pay any transaction fees associated with the purchase, sale or re-balancing of your portfolio with the exception of mutual funds. Mutual funds will carry a cost to you that is my actual cost of purchasing or selling of mutual funds and that is $14.95 a transaction. This is why I will mainly use Exchange Traded Funds in place of mutual funds as they carry the transaction fees most advantageous to the transaction. The second benefit of the asset management program is you will get ongoing and continuing financial advice along with an annual financial plan for your use. Of course you can opt of just the financial plan with my hourly services but you will not get the ongoing service and expertise.

While the old site

While the old site was useful and I thoroughly enjoyed providing useful information on financial planning, I am looking forward to the new site and a new chapter in the evolution of my new company. KG Meyer, P.C. is dedicated to serving its clients to the best of my ability. I will continue to provide free personal finance advice in general terms as well as produce helpful YouTube videos and books. I will continue to do these things because everyone deserves to have access to quality advice no matter who they are or what they are worth. And I also enjoy sharing my knowledge and passion for personal finance. And my education and work experience allow me to indeed provide a high level of service to my clients who do hire me to help them achieve financial success in whatever their needs may be.

Thank you for following me on my old site and thank you for following me to the new one. I look forward to providing quality information to you all and I do hope that you will also consider me for your financial planning needs. Both now and in the future. After all, at KG Meyer is where we make “Personal Finance Made Simple ™”.

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