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Mayer And Associates Advisory
When You Need Us
Anything that affects your life in a big way affects your finances. We're your second phone call. When something big happens, call your spouse, your family, your best friend. Then call us.
Personal Events:
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Change in marital status
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Birth of child/grandchild
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Death of a family member
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Inheritance or large windfall of money
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Purchase or sale of property
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Health changes to you or your family
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Large expenditure(s) are on the horizon
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Getting serious about preparing for the future
Business Events:
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Change of job/career
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Purchase or sale of business
Important Questions:
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Do I have enough?
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Should I worry about cash flow?
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Are my taxes too high?
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