When a family tragically faced the unexpected death of the husband—their primary financial caretaker—SD Mayer eased their financial concerns by providing wealth management and retirement planning advice.
SD Mayer values business clients, as well as individual and family cases. In the tragic story of a family suffering through a freak accident that resulted in the loss of the father, SD Mayer stepped in to help sort out the family finances. While it may be not be one of the first things considered during the stress of losing a father and husband, planning out finances without a steady flow of income was critical. The husband/father had handled most of the family’s finances, so the wife/mother needed to be caught up to speed on the current situation and receive guidance on how to manage the family’s wealth in the future. The family faced sorting out the earnings of the life insurance policy the father had taken out, as well as create a new retirement plan and establish a steady influx of cash.