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 millions 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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
To choose a plan, it’s important to ask yourself four key questions.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Being healthy not only makes you feel good, it may also help you financially.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Purchasing homeowners insurance is critical for protecting your home.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Taking your Social Security benefits at the right time may help maximize your benefit.
Preparing for the unexpected can make all the difference if your family relies on your income.
Here is a quick history of the Federal Reserve and an overview of what it does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations?