Second Opinion About Investing or Financial
Planning
A second opinion
maybe what you need
when your current advisor says something you don't feel comfortable
with. Perhaps he is trying to push some expensive financial product
onto you and you feel the product offering is dubious. Perhaps you need
encouragement to stand up against the bubble mentality of the herd that
puts peer pressure on you to conform to the majority view.
A second opinion from us lets you access our
independent, creative, contrarian approach to investing. This is the vital
difference in obtaining clarity to see
investment trends that others, who go with the herd, can't see.
Protect
yourself from bad decisions by declaring independence from the herd
mentality. We give you the encouragement and insights that enable you
to resist bad ideas held by the majority of the public so that
you gain the freedom to
invest wisely.
We
offer fiduciary fee-only investment advice on a project fee or hourly
fee basis, instead
of charging an annual percentage of assets fee. No commissions
are charged by us. No
minimum assets required. We do not take custody of
assets. We do not make trades
in client's
account, instead the client places a trade order directly with his or
her own Custodian.
Remember: "The fastest way to
make a small fortune is...with a
large one" (due to reckless, naïve investing).
In order to have a successful retirement and meet other financial goals
it is vital to get good investment advice. Retirement planning and retirement asset accumulation all require
doing
many years of good investment planning.
Mayflower Capital
Donald
Martin, CFP®
1000 Fremont Ave.
Ste.
135
Los
Altos,
CA 94024
(650) 949-0775
Don@mayflowercapital.com
Donald
Martin is a Napfa-Registered
Fee-Only financial planner and investment advisor.