Incorporated 1993
Qualifications
Our Services
Our
Philosophy
Why
Use
an Investment Advisor?
Why Use an
Financial Planner?
Frequently Asked
Questions
Educational
Resources
Managed Money
Tax
Planning
Retirement
Planning
Estate
Planning
Investment
Planning
Driving Direction
Security/Privacy
Mission
Disclaimer/Legal
Contact
Us
Investment
Advice Blog
.
|
. |
.
Mayflower
Capital
A secure future doesn't
just happen. We help you take control.
Broad expertise.
Individual attention.
We cut through the
financial information clutter. And clarify your
options.
Personal Financial Planning
Portfolio Review and Optimization
Portfolio Management
Creating and preserving personal wealth
Stock Options Planning
Income Tax Planning
College Education Funding
Cash Flow Analysis
Lump-sum distribution advice
Debt Repayment Planning
Insurance Review
Retirement planning strategies
Estate Plan Review
Establishing charitable legacies
Maximizing wealth transfer
Minimizing the risk of financial catastrophe
Protection against inflation
Financial Check Ups/Second Opinions
Life Goals Planning
Fostering peace of mind through proper planning
today
Donald Martin, CFP®
Mayflower Capital
1000 Fremont Ave. Ste. 135
Los Altos, CA 94024
(650)
949-0775
Don@mayflowercapital.com
see our blog
www.mayflowercapital.com/blog
Follow us on Twitter
@DonMartinCFP
Experience the Mayflower Capital Difference
Mayflower Capital,
a financial planning firm, provides an independent,
professional alternative to commissioned
planners and traditional stockbrokers, by offering
“fee-only” financial planning and investment
management.
.
Here’s where the “Mayflower
Capital difference” comes in:
.
Professional,
Independent Advice – Only a small percentage
of all financial planners are “fee-only”, which
protects you from being steered into investments with
excessive fees. We do not accept commissions from
brokerage firms, insurance companies or any other
third party. As a fee-only firm, there are no outside
influences affecting the advice given to clients.
Since product sales are not a part of the company’s
business model, clients receive the best level of
objective, professional financial advice.
Flexible
Fee-Only Services – Client control over the
planning choices is also important at Mayflower
Capital. Services are provided in the manner most
appropriate for you, be it a one-time consultation,
an annual financial check-up, or ongoing investment
advice and guidance. After discussing your needs,
budget and preferences, you and your advisor will
decide on the best way.
Personalized
Approach – At Mayflower Capital there are no
boilerplate financial plans. Since you are unique, the
services you receive will be unique. The advice and
written recommendations you’ll receive are tailored
specifically to you, your needs and your goals.
Quoted
by the Media: Business Week, National
Underwriter, MoneyCentral.MSN, MSNNBC, Investment
News, Kiplingers, SmartMoney.com, Los Altos Town
Crier, The Wall Street Journal, Consumer Reports, Dow
Jones Newswires, Wealth Manager Magazine, Financial
Advisor Magazine, Briefing.com, Research Magazine.

|