Mayflower Capital
 

Retirement Planning




* IRA analysis
* Roth Conversion analysis
* 401k or 403B strategies

* Pension plan analysis
* Defined Benefit Plans
* SIMPLE IRA
* SEP IRA
* ESOP's (not the same as ESPP)
* Profit Sharing Plans
* Money Purchase Plans
* Non-Qualified Deferred Comp Plans
* Annuity Plans
* Cash flow analysis of regular (non-qualified) accounts
* Social Security analysis

For best results one should get a full financial plan.
 


Mayflower Capital
Donald Martin, CFP
1000 Fremont Ave. Ste. 260H, Los Altos, CA 94024
 Telephone (650) 949-0775