We specialize in tax-efficient retirement planning for a flat fee

Lower Taxes  |  Optimize Income  |  Invest Smartly

About Us

About Us

Putting our experience and training to work for you. Clients describe us as:


  • Trustworthy
  • Caring
  • Good listeners
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Who We Serve

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
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Why Mayfair Financial

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
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Your Measurable Action Plan (MAP)

Your Measurable Action Plan (MAP)

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

  • Educated
  • Organized
  • Empowered
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Estate

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.

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Insurance

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.

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Get Smarter

Curated articles, videos, and more, for a financially savvier you.

Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
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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."

Would you like to receive educational tips on planning for financial independence? 

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