Personal Income Plan
Together, we will create a budget and determine where to allocate extra funds in order to work toward your unique financial goals.Learn More
Three-Bucket Investment Strategy
We will help you build a portfolio with the goal of preserving existing assets and accumulating greater wealth that encompasses your short-, mid-, and long-term goals.Learn More
Women and Wealth Community
Join other like-minded women for educational opportunities, events, and a safe space to discuss finance-related topics.Learn More
Building a Goal-Oriented Financial Plan
Hi there! I’m Gretchen, a NY-based financial consultant who specializes in helping women of all ages work toward their financial goals. I founded Gretchen Meyer Financial because I understand that many women feel intimidated or uneducated about their financial matters, and consequently, they often don’t seek the professional help they need to pursue the lifestyle they want. In addition, they often think they don’t have enough money saved to benefit from a financial planner or they falsely believe it costs too much to hire someone like me or a member of my team.
Our practice is dedicated to helping these women understand their options and learn about financial planning in a down-to-earth, accessible way so that they feel empowered and in control of their family’s well-being. Whether they are preparing for retirement, starting a college savings fund, or becoming financially independent, our advice focuses on building our clients’ confidence around financial matters and on working toward their unique financial goals, one step at a time.
Since its inception, Gretchen Meyer Financial has experienced tremendous success and growth. GMF is a boutique agency dedicated to serving its clients, servicing $80 million+ in brokerage and advisory assets through LPL Financial.
My team and I understand how challenging – and sometimes emotional – the topic of personal finance can be for many people. We focus on developing warm and trusting relationships with our clients while guiding them through the wealth management and investment process.
Our brand promise is simple: We'll keep you on track towards your goals of financial independence, and we'll keep it fun.
The core values at Gretchen Meyer Financial aren't just lip-service. We live and breathe these core values -- not just with our clients, but inwards with our team.
We lean in and listen.
We collaborate and celebrate.
We set the bar high - really high.
We pause to learn.
If you’re ready to get started, request a free discovery session with a member of our team so we can begin a dialogue. We look forward to helping you pursue your goals and to creating the life you’ve always wanted.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here are five facts about Social Security that are important to keep in mind.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding the types of extended care services—and what those services could cost—may be critical.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Check out this video to begin separating fact from fiction.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you explored all your options when it comes to managing your taxable income?