Meyers Brothers Kalicka, P.C.

Financial Planning & Wealth Advisory Services


Family Wealth Management, Inc. (an affiliate of Meyers Brothers Kalicka, P.C.) provides integrated financial planning services, retirement services, and wealth management services tailored to each client's needs.

Financial planning and wealth advisory services are provided under the direction of Richard M. Chase.

Services include:
  • Financial Independence and Cash Flow Planning
  • Liability Management
  • Income and Asset Protection
  • College Planning and Family Budgeting
  • Estate Planning
  • Investment Planning and Implementation
  • Tax Planning

“The firm is by far most credible that I have dealt with in my career. They do a difficult job well, and with the highest concern for professional courtesy, fairness and above all, integrity.”
- Joseph A. Marois
President
Marois Construction Company, Inc.

“When my husband was making a decision whether or not to set up his own practice, they walked us through the financials, recommended that we go ahead, told us what to expect, and jumped right in to help us set up everything. Their accounting is flawless.”
- Laurie Chadbourne, Dr. David M. Chadbourne, M.D.
Board Certified Urologist
©2007 Meyers Brothers Kalicka, P.C.