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
 


Mayflower Capital
Donald Martin, M.B.A., CFP®
1000 Fremont Ave. Ste. 135, Los Altos, CA 94024
 Telephone (650) 949-0775