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Ronald L. Myers CPA/PFS, CFP(R)
Associated Investor Services, Inc. & Associated Financial Consultants, Inc.
Fort Lauderdale, Florida - Fort Lauderdale
Comprehensive financial planning - Contact Ronald Myers
- Specialties
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- Comprehensive financial planning, estate planning and retirement planning
- Unique Services
- Privacy Policy
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- Your information will not be sold or rented. Read more
- Your privacy is taken very seriously and neither your contact information nor your financial information will be shared with another professional outside of the advisor's firm or any organization, unless you expressly allow it. You can opt out of educational emails at any time.
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About Ron
Ron is a Certified Financial Planner and Certified Public Accountant with a focus on retirement, tax and estate planning.
Ron graduated with honors from the University of Florida Fisher School of Accounting in 1994. He studied in the specialized "3/2" program where he simultaneously earned both his Bachelor's of Accounting and his Masters of Taxation degrees, graduating with honors.
Ron began his career with Arthur Andersen LLP, a "Big Four" accounting firm, and has been a financial, tax, and estate planner since entering the profession. While consulting on tax and research projects for businesses and individuals, he helped establish the Miami office of Arthur Andersen Financial Advisors.
Ron ultimately founded his own financial services firm, Myers Financial Services, Inc. While practicing as a Certified Public Accountant, Ron also provided comprehensive financial planning and investment advisory services to executives and retirees. In 2008, Ron merged his practice with Associated Investor Services, Inc.
Ron is a member of the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA) and the Financial Planning Association (FPA). He has been a featured speaker at various events and seminars and currently serves as an instructor for financial education courses. Ron has been quoted in the Wall Street Journal, Kiplinger Magazine, South Florida Sun Sentinel and a variety of industry publications.
Ron is securities licensed through Investacorp, Inc., a Registered Broker/Dealer, Member FINRA, SIPC. Advisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm.
Experience
- Partner
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Associated Investor Services, Inc. & Associated Financial Consultants, Inc.
28 employees
January 2008 - Present
Partner - President
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Myers Financial Services, Inc.
President & Owner
Education
1994
University of Florida
Bachelor's of Accounting & Master's of Taxation
Press Mentions
December 6, 2009
Wall Street Journal
August 16, 2009
Wall Street Journal
Retiring? Pay Off Your Mortgage
October 30, 2009
Sun Sentinel
It's Your Money - October 30, 2009
March 5, 2003
Sun Sentinel
Unique Services Offered by Ronald Myers
Ronald Myers specializes in providing the following services:- Roth IRA Conversion Planning
ABOUT THIS SERVICE As a Certified Public Accountant and Certified Financial Planner, Ron is uniquely positioned to help clients determine the best course of action for Roth IRA conversion planning. Ron relies on his experience, coupled with sophisticated calculators that can help him in making a determination as to whether a complete or partial Roth IRA conversion is appropriate.
Contact Ronald Myers to learn more
- Social Security Calculations & Planning
ABOUT THIS SERVICE Ron understands the importance of a client's Social Security decisions. Choosing when to begin taking Social Security can be more complicated than many realize. One can choose taking Social Security early at age 62 or defer as much as until age 70. There are additional considerations for disability benefits, survivor benefits, divorced spousal benefits, and much more. Furthermore, one can be taxed on as little as $0 of benefits or as much as 85% of benefits received.
Ron utilizes a variety of resources to help make these determinations and calculations with his clients. As an example of the depth of analysis and potential difficulty in making these decisions, you should be aware that one of several reference guides Ron utilizes is over 190 pages in length!
Contact Ronald Myers to learn more
Related Terms: estate planning, tax planning, retirement planning, comprehensive financial planning, roth ira conversion
Associated Investor Services, Inc. & Associated Financial Consultants, Inc.
2699 Stirling Road, Suite A200
Fort Lauderdale, FL 33312
(954) 983-5600
Contact Ronald Myers
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