At SD Mayer & Associates, LLP, we are financial advisors the Bay Area can rely on for effective wealth management. Our specialized team is dedicated to extinguishing all concerns you and your family may have about your financial security through the careful interaction of:

Comprehensive Tax Planning & Strategies

With so many tax rules and regulations being introduced, it can be overwhelming to keep up to date. However, failure to keep up may prevent you from obtaining significant income. It is therefore critical to stay on top of your taxes if you wish to reach your financial goals.

As one of the top-rated CPA firms in the Bay Area, understanding the evolving tax environment is one of our core strenghts. Our financial advisors will navigate through your taxes and those of your family to reduce your liability and maximize your income, regardless of your financial situation. We will guide you through the complex tax landscape by aiming to avoid obstacles that may end up costing you in the future.

Estate Planning

Estate planning is the act of determining a plan for your possessions when you are no longer here. While many people understandably overlook having a plan in place, it is vital that your loved ones are informed when the time comes.

Our personalized approach to estate planning ensures all of your preparations are handled safely and confidentially. As your trusted financial advisors, our focus is on empowering you to provide for your loved ones in a tax-efficient manner while protecting your assets, reducing risk, and complying with federal and state rules and regulations. We hope you will have peace of mind knowing that your wishes and your family are cared for.

Insurance Strategies

Insurance protects you from the unpredictable catastrophes that may occur at some point in your life. As the saying goes, “better safe than sorry;” it is best to be prepared early on. There are a number of providers and solutions available, but we understand that not all are created equal.

Our employees have personal experience making these insurance decisions, and are therefore well informed and equipped to advise you on the importance of being insured across the board. Let the financial advisors at SD Mayer & Associates, LLP help you choose the best insurance products and strategies for you and your family, so you are protected at all times.

Diversified Investments

In the current turbulent economic times, it is critical that your investments are diversified over a number of different instruments in order to minimize risk and maximize returns.

Our financial advisors at SD Mayer & Associates, LLP have experience in the market and understand which investment vehicles are best positioned to take advantage of the current market conditions. With practice in everything from stocks to bonds to annuities, we can help you take charge of your portfolio.

Focus on Building Wealth

The key to building wealth is not just to make more money; wealth is your net assets. In order to sustain the money you make today, you must create a pattern of saving, minimizing risk, and selecting the correct investments.

With over thirty years of business experience, our wealth management professionals at SDM will work hard to help you reach your desired level of wealth. Together, we can uncover your path to a profitable future.

Overall Financial Planning and Cash Flow Analysis

Decisions you make today affect your tomorrow. Everyone knows that, and here at SD Mayer & Associates, we’re here to advise you along the way. In order to lead the life you desire upon retirement, it is important that you begin to lay out your financial path today. Your current situation, your desired retirement age, and the lifestyle you would like going forward, will all affect this path.

The financial advisors at SD Mayer & Associates, LLP work with clients to develop their individualized paths to retirement. Our personalized approach to client service combined with our knowledge in the field is the key to our financial planning and cash flow analysis practice. As a trusted Bay Area financial advisor, we will be with you every step of the way to help realize and turn your retirement goals into actions.

Risk Assessment

Risk assessment determines the possible risks of your current financial situation and creates strategies aimed to minimize those risks.

The Bay Area can have peace of mind knowing that we are thoroughly versed in various forms of risk and understand how to best manage it. We will help you prepare for the future by analyzing the present.

SECURITIES AND ADVISORY DISCLOSURE

Fee based planning offered through SDM Advisors, LLC a state Registered Investment Advisor. Third party money management offered through ValMark Advisers, Inc. an SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA/SIPC. 130 Springside Drive, Suite 300 Akron OH 44333. 800-765-5201. SDM Advisors, LLC is a separate entity from ValMark Advisers, Inc. and ValMark Securities, Inc.