We specialize in tax-efficient retirement planning for a flat fee
Lower Taxes | Optimize Income | Invest Smartly

About Us
Putting our experience and training to work for you. Clients describe us as:
- Trustworthy
- Caring
- Good listeners

Who We Serve
Do-It-Yourself Investors seeking financial independence / semi-retirement. In particular, our clients value:
- Personalized guidance
- Self-implementation
- And are kind people

Why Mayfair Financial
We are an advice-only, flat-fee fiduciary. Your best interest is our only concern. Let us help you:
- Lower Taxes
- Optimize Income
- Invest Smartly

Your Measurable Action Plan (MAP)
We develop a Measurable Action Plan (MAP) so you can achieve your goals with confidence. Become:
- Educated
- Organized
- Empowered

Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. We work with you and your estate attorney (or an expert from our trusted network if you prefer) to help secure your legacy for generations to come.

Insurance
Protect your family from the financial consequences of life's unexpected events. We work with you and your insurance agent (or one from our trusted network if you prefer), to help create the insurance strategy you need.
Get Smarter
Curated articles, videos, and more, for a financially savvier you.

Principles of Preserving Wealth

The History of Currency
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."