Financial Planning Tailored For You and Your Family
We are financial advisors located in the San Francisco Bay Area and Seattle you can rely on for effective, strategic, private wealth management. Our specialized team is dedicated to extinguishing all concerns you and your family may have about your financial security. Our firm was founded on the idea that we didn’t want to just be accountants, but to be trusted financial advisors who could focus on wealth planning and investment strategy that could help you and your family now and into the future.
Family Seeks Wealth Management Assistance from SD Mayer During Unexpected Illness
When the husband and financial planner of a family suddenly fell ill, SD Mayer provided the financial management necessary until he could recover.
Financial Planning for Every Stage of Your Life
Moving Away From Home
Getting the right financial plan in place while you are young is one of the best decisions you can make in order to have the financial security you’ll need moving forward, as you change jobs, get married, start a family or think about retirement. Our team at SDM Advisors can walk you through the plan with a free consultation and get you started on your journey to financial freedom.
Our advisors work with people of all ages to plan for the future, while also setting aside money for their day-to-day needs. Start today by scheduling a free consultation where we’ll walk you through a personalized plan tailored to you and your new partner.
Having a Child
Even without a loss of income, you might simply want to plan for your child’s future wedding, or college or a family vacation. Theses are all things we think about when customizing your family financial plan.
Our advisors offer a range of personalized solutions to ensure that you and your family are meeting the goals you’ve laid out. Schedule a free consultation and we can walk you through the scenarios and let you see, in real-time, how it’ll will affect you and your family.
Planning for Education
Our advisors can set you up with a free consultation to walk through the options for saving for college and doing so while your children are still young can ensure you meet your education goals for them.
Buying a Home
If you managed to save for the down payment on your own, it’s important to protect your investment through the right insurance products in case of a loss of employment, disability or death. As the primary bread-winner, you’ll want to make sure that your partner and family will have the finances to cover the mortgage, and any related bills.
Our advisors can walk you through every possibly scenario in order to help you achieve your financial goals. Just set up a free consultation today to get started.
Our advisors can factor all of this into your personalized financial plan and make sure that you have the right blend of products to meet your future goals. Life insurance can be used in case something happens to you, but could also be borrowed against for some of those future expenses. We can also look at investment options and tax planning to ensure that you’re not paying too much in taxes and investing in your future so that you can have a comfortable retirement.
The first step is setting up a free consultation with our advisors so that we can walk you through our plans and help you achieve your future financial goals.
Our advisors can guide you through the different options and help you decide on the right product to help your grandchild achieve their own financial security … set up a free consultation today.
Receiving An Inheritance
Our advisors are experts at managing large amounts of money and helping you grow those assets into life-long financial security you can depend on well into your golden years.
Once you reach retirement age, it’s also important to re-evaluate your financial plan to make sure that you are transferring your money into assets that are less risky, will grow and provide income, but also allow you to withdraw funds without penalty in case you or your spouse requires care in a nursing home or facility.
Our advisors can discuss your retirement needs and come up with a plan that will meet all of your needs and provide income so that you can enjoy a stress-free retirement.
Comprehensive Tax Planning & Strategies
As one of the top-rated CPA firms in the Bay Area, understanding the evolving tax environment is one of our core strengths. 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.
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.
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 help you choose the best insurance products and strategies for you and your family, so you are protected at all times.
Our financial advisors at SD Mayer 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 & Financial Security
With over thirty years of business experience, our private wealth management professionals at SD Mayer 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
The financial advisors at SD Mayer 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.
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.
Rick Hillsbery, CPA/PFS, CFP®, CKA®
Partner, Wealth Management
Wealth Management Coordinator
The Optimized Portfolio System (TOPS®) is one of the longest running and most successful ETF portfolio management programs in the country. Started in 2002 by noted ETF Portfolio Strategist ValMark Advisers, Inc., TOPS® utilizes a disciplined portfolio allocation process designed with the intent to maximize risk adjusted returns. The experienced TOPS® Portfolio Management Team strategically manages the Portfolios through the use of Exchange Traded Funds (ETFs), with each TOPS® portfolio typically holding more than 15 different distinct global asset classes. TOPS® ultimately combines a unique investment process with the financial strength of the industry’s leading investment companies and money managers to provide investors with a sound long term investment strategy.
Securities and Advisory Disclosure:
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800- 765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
San Francisco Office
235 Montgomery Street, 30th Floor
San Francisco, CA 94104
Menlo Park Office
640 Menlo Avenue, Suite 2
Menlo Park, CA 94025