Claus Meyer is dedicated to helping his clients pursue their financial success by developing a professional relationship based on trust and communication. Specializing in retirement planning and wealth management, Claus uses a holistic approach to help clients maximize gains while managing risk to reach their financial goals.
As a CFP® /CERTIFIED FINANCIAL PLANNER™ professional, Claus adheres to the CFP Board's Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. A CFP® professional must also provide financial planning services at a fiduciary standard of care. In other words, Claus must provide financial planning services in the best interest of his clients.
Claus also has obtained the RICP® /Retirement Income Certified Professional®, specializing in areas such as Social Security claiming strategies, planning for longevity and healthcare, investment strategies, taxation and legacy concerns.
Currently, Claus is serving as the Chairman for the Board of Directors at Royal Redeemer Church and is the Vice President of the Board of Trustees for Leadership Medina. He also serves on the Finance Committee for both organizations.
In his spare time, Claus enjoys spending time with his family, playing golf, cycling, exercising and staying informed on current events and investment strategies.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.