The Myerson Agency, managed by Richard Myerson, CPA, CLU, ChFC is focused on helping its diverse business clientele understand, create, implement, and fund advanced financial planning strategies for business owners, including
While owning and operating a business can be hugely rewarding, it also creates management issues that can seem overwhelming. Building shareholder value, employee retention, succession or exit planning, regulatory issues, burdensome Federal and State tax rates, are all in addition to regular day-to-day demands of maximizing revenue and profit. The Myerson Agency understands!
We are uniquely positioned to advise you or your clients on the myriad of concerns facing the business owner. Call us to schedule a no-obligation, initial consultation to see how we can benefit you.