Incorporated 1993
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Services
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Process
Our
Philosophy
Why
Use a Financial Planner?
Educational
Resources
The
Seven Steps of Financial Planning
Managed
Money
Tax
Planning
Retirement
Planning
Estate
Planning
Investment
Planning
Driving
Direction
Security/Privacy
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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,
M.B.A., CFP®,
President
1000 Fremont Ave. Ste.
135
Los
Altos,
CA 94024
Don@mayflowercapital.com
Telephone
(650) 949-0775
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.

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