Individual Retirement Plan Consulting

As a Bay Area retirement financial advisor, we help guide you toward the retirement experience you want. While most people understand the necessity of saving for retirement, many can underestimate how much money they will need to maintain the lifestyle they desire. Calculating what that figure is and how to get there is part of our job as your retirement plan advisor.

Our consultants provide a range of services depending on your individual needs. Just a few of our capabilities include:

• Examine your current retirement plan and offer feedback
• Plan for long-term expenses in retirement such as health care
• Reduce your current debt, including student loans or high credit card bills
• Introduce solutions to maximize your savings, such as annuities
• Discuss your Social Security benefits and how they can complement your retirement plan
• Update you on changes in tax law that could impact your retirement plans

Many times, our clients have never considered the issues we raise. We bring crucial information to their attention and help them formulate ways to act on it. With our creative and smart solutions, you can work toward meeting your retirement goals in ways that work for you. We ensure you devote the necessary time and effort into your retirement planning today, so you don’t receive any surprises when those golden years arrive.

You can find many companies in the Bay Area and Silicon Valley that offer retirement consultation services. What sets us apart from the rest? We focus on the big picture to help you gain the results you want during retirement. We consider other elements of financial health, such as investment guidance, tax services and estate planning. All these elements create a bigger picture of your financial well-being, and we believe an effective retirement plan must consider them all.

SD Mayer’s unique approach benefits our clients in many ways. The advantages of working with us include:

• Small size of our firm: We give you the one-on-one attention you deserve and tailor each plan to your individual needs.
• Holistic approach: We look at your entire financial picture when making recommendations.
• Lifetime value: We offer many different services you can use to build a better financial future, creating a relationship that grows and strengthens over the years right along with your retirement account.
• Innovative technology: SD Mayer believes the use of technology can improve the outcomes for all our clients, and we deploy it regularly to improve our clients’ portfolios and enhance our planning.

We always have your back. As your trusted advisor, we look out for you in every transaction, at every opportunity. It doesn’t matter what life stage you are in right now. We can help you move forward with confidence in your future.

Focus on the future by doing everything you can to plan ahead today. Our team at SD Mayer can help. We want you to enter your retirement years with enough money to enjoy yourself and not have to worry about unexpected financial setbacks. Get in touch today to discuss how our offices in the Bay Area and Silicon Valley can help you.