Individual Retirement Plan Consulting

Retirement Plan Consulting

Planning for retirement is essential. You can never start too early in your retirement planning, and it is also never too late to begin. Finding the right solutions depends on where you are in life as well as your existing resources and other safeguards you have in place for your financial future. Analyzing this information, drawing conclusions and implementing plans based on the answers can prepare you for the future.

Having a partner in your retirement planning can put you on the right track. SD Mayer offers retirement planning for companies and individuals, with offices in Silicon Valley and the Bay Area. We have helped many people like you implement new retirement plans, rethink their existing investments and continue to plan for the future once they reach retirement age.

SD Mayer draws on our knowledge and experience helping others to create a plan that works for you. We care about our clients and their long-term financial well-being. From the day you contact us, we focus on your unique needs when it comes to planning for retirement. We get to know you and help you make decisions based on your individual situation, with a focus on creativity and innovation.

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What Can a Retirement Consultant Do for You?

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.

Why Choose SD Mayer as Your Retirement Financial Advisor?

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 guidancetax 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.

Contact Us Today to Learn More About Our Retirement Planning Services

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.

Thought Leadership

Our Business Advisory Team

Greg Barber
Marketing Director
Angelica Beas
Tax Supervisor
John Benjamin
Director, Business Development
Greg Blanton, CPA
Senior Tax Manager
Brian Ham
Controller
Cody Martin
Advisor, Wealth Management
Stephen D. Mayer, CPA
Managing Partner & Founder
Wyatt Nelson
Chief Operating Officer
Ken Nguyen
Manager
Daniel P. Rush
Vice President, Wealth Management
Joanne Wiggins-Barros, CPA
Partner, Tax & Accounting
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