SDM Advisors - Wealth Management

SDM Advisors, SD Mayer’s wealth management and retirement plan group, has a team of licensed professionals that can start with tax planning and strategies, work you through an estate plan, create a diversified investment strategy, make sure you have the right insurance to protect your kids and family financially and then focus on building your wealth for future generations. All of this comes with regular updates and reporting so that you always know where you stand financially. Using our state-of-the-art, cloud-based financial planning software, we can run scenarios like planning for your kids college expenses, buying a new car or home, taking vacations or saving for retirement.