Financial Planning

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Financial Planning Services

What does the future hold for your personal finances? If you’re like many people, you want to increase your net worth, reduce debts, minimize your tax burdens and leave something behind for the next generation.

To accomplish that, you need a financial plan. A financial plan evaluates your current circumstances, considers your goals and provides actionable steps to take to help protect your financial future. SD Mayer’s financial planners form long-lasting relationships with our clients that allow us to provide advice and support for today and in the years to come.

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Professional Financial Services

During the financial planning process, you and your advisor dive deep into your financial situation. We examine everything from your savings accounts to your investment accounts, your tax returns and your insurance coverage. We discuss your budget and goals and outline a strategy to help you reach various goals, whether you want to save for retirement, establish a trust fund for your children or pay for your children’s college education.

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How SD Mayer Provides Financial Planning Services

A financial plan involves much more than deciding what to invest in or how to save your money. It should take into account various aspects of your financial situation, providing a detailed roadmap of your financial future. SD Mayer’s financial advisors can help you answer the following questions:

  • What investment vehicles make the most sense for me?
  • How can I reduce my tax obligations?
  • What do I need to do to prepare for retirement?
  • How can I make the most of my insurance coverage?
  • How can I protect my children and set aside money for their future?
  • How do I balance my spending and saving goals?

As your financial advisor, SD Mayer can create a plan that answers those questions and more.

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Why Choose SD Mayer for Financial Planning?

At SD Mayer, we believe no two financial plans should be identical. Your financial situation is unique, and you need a plan that accounts for your specific circumstances. We’re a smaller firm, which allows us to provide customized, individualized attention to each of our clients. We make recommendations based on what you tell us and won’t try to force you into a one-size-fits-all template.

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Our Financial Planning Services

Financial planning can take several forms, based on your needs and goals. Among the financial planning services we offer are:

Budgeting Advice

A budget is a plan for spending and saving based on your income. We can help you tailor your budget to your needs today, enabling you to save and plan for the future.

Retirement Planning

You’re never too old or young to think about retirement. Retirement planning gives you an idea of how much you may spend once you retire and how much you should save to ensure you’re covered. It can also account for your tax and health care needs after you stop working. 

Tax Planning

Are you getting the most from your tax return? Our tax planning services can help you minimize your tax liability, either by increasing your tax refund or by reducing the amount of tax you must pay in the first place.

Insurance Planning

Our financial advisors can help you determine how much insurance you need to help protect yourself and your family.

Estate Planning

What will become of your assets and investments after you’re gone? An estate plan works to minimize your loved one’s tax burden and shorten or eliminate probate.

Investment Planning

Are you getting the most from your investments? Or, do your current investments accurately reflect your risk tolerance? We can review your portfolio and make adjustments based on your current needs and goals.

Philanthropic Planning

You can use your net worth to support charitable causes. Philanthropic planning allows you to use your assets in a way that provides the greatest good.

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Reach out to Financial Advisors Near You

SD Mayer’s offices are in San Francisco, but we work with clients across the U.S. and around the world. To learn more about our financial planning services, contact us today.

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