Greta Myerchin-Tape (CFP®)
Greta Myerchin-Tape focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Our fiduciary financial advisory practice offers the financial planning and investment management services that make it possible for public employees to thrive. I know that public employees have unique retirement benefits that deserve careful consideration so they can make the best financial decisions for their future. I love helping my clients make the most of the financial opportunities available to them through PERS, TRS, private investing, and Social Security.
Additional Information
Hi, I’m Greta, the founder of Frontier Financial Planning, a fee-only Registered Investment Advisor. I help people live and retire on their terms. I firmly believe that people shouldn't struggle in retirement after working and saving their whole lives.
My process is simple. First, we meet to get to know each other. Next, I’ll analyze your financial reality and identify opportunities that you may have not even realized existed. Third, you’ll receive a complete 1-page financial plan that shows you exactly what you can do to improve your financial outlook. Lastly, you decide if you want to hire me.
I know you want to be secure in your financial future. The only thing standing in your way is finding a professional who understands your goals and can help you make the most of them.
NAPFA Start Date
March 19, 2018