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.
Principles of Preserving Wealth
