Financial Planning

     Financial planning may concern some or all of the following topics:

401k Rollover
Asset Protection
Education Planning
Employee Benefit Planning
Estate Planning
Executive Compensation
Fee Only Wealth Advisory Service
Hourly Planning
Investment Advice
Independent Financial Advice
Risk Management
Stock Options for Employee Compensation
Tax Planning

How do I know if need financial planning: Some questions you should ask yourself about financial planning.

Questionnaire for Financial Planning and Investment Advice

      Financial planning is a unique discipline that seeks to balance all the areas of your personal financial life. The overall goal is to optimize both your current situation and your long-term financial future. Everyone, no matter how much money they earn or the amount of assets they have accumulated, could benefit from independent, professional advice from time to time.

     We help clients achieve financial quality of life and peace of mind with a full-rounded program that targets life planning and goals, and delivers long-term financial security to people from all walks of life.

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.

     This web site is intended only for general educational purposes and should not be relied up for financial planning. To obtain financial planning or investment advice you must sign a written contract requesting financial planning or investment advice services and must have a personalized one to one consultation with us to create a custom built solution for your own unique needs.