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The Mission

At Mayer Financial Solutions, the interests of the client—and only the client—are the basis for recommended steps forward that I provide.

My mission is to help you achieve your dreams, and I start by listening. It's vital that I understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your unique situation.

I understand the challenges families, professionals, and businesses face today.

From managing debt and liquidity to optimizing retirement income, these financial challenges can be overwhelming. My commitment is to utilize all of my resources to help you pursue your goals. My process and efforts are focused on you, the client, and your satisfaction.

My Professional Code of Ethics

As a professional actively engaged in continuing education, I am committed to living and working by The Canons and Professional Pledge of The American College of Financial Services®:

The Professional Pledge

"In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself."

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