Are you thinking about retirement, but have some questions...

Are you thinking about retirement, but have some questions...

"Do we have enough to retire? 

"Can we reduce our taxes?"

"Are we investing wisely?"

Why Mayfair Financial

We are different

<sup>We are different</sup>

At the core of our work is empowering individuals through education and knowledge.

We are fiduciaries

<sup><span>We are fiduciaries</span></sup>

We are legally and ethically bound to act in your best interests. 

Specialize in retirement

<sup>Specialize in retirement</sup>

Our focus is retirement planning. We help you manage complexity and transition to retirement with ease.

Tax planning expertise

<sup>Tax planning expertise</sup>

We advise on the most tax-efficient ways to save, invest, and withdraw funds to optimize retirement. 

We are flat fee 

<sup>We are flat fee&#160;</sup>

Our pricing is simple and transparent. 

We are credentialed

<sup>We are credentialed</sup>

PhD, Economics

Master's in Financial Planning

CFP® Certified Financial Planner™

CRPC® Chartered Retirement Planning Counselor

We are independent

<sup>We are independent</sup>

We're not affiliated with any banks, brokerages or insurance companies. 

We meet virtually

<sup>We meet virtually</sup>

We provide our services virtually thanks to our use of best-in-class systems and software

Why Others Love Working With Us

Professional Affiliations

<sup><span>CERTIFIED</span><span> FINANCIAL PLANNER&#8482;</span></sup>

Member, Fee-Only Network. Links people who need financial planning services with financial advisors who are only paid by fees from their clients. These advisors do not get commissions or other incentives to sell financial products. 

<sup>&#160;XY Planning Network&#160;</sup>

Member, the XY Planning Network. It is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. 

<sup>&#160;Financial Planning Association&#160;</sup>

Member,  National Association of Personal Financial Planners. America's leading community of independent financial planners committed to success through  ethics and innovation.

<sup><span>The National Association of Personal Financial Advisors (NAPFA)</span></sup>

Joe is a CFP®.  A formal designation of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement savings. 


Member, Financial Planning Association. A professional organization that promotes education and professional ethics helping potential clients locate qualified financial planners.

Our Values

Member, Measure Twice Planners. A professional network focused on education and insights to provide more value to clients.

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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."

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