Pre-Retirement Planning

Pre-Retirement Planning

At Mayfield Financial, we take the worry and the guesswork out of planning for your retirement. We understand that it's not always easy to talk about your finances, but with a no-cost, no-obligation consultation, we'll discuss your future plans and work together to ensure you are solidly on track to reaching that employment finish line.

How we're different:

Long-Term Focus

We start with you. We listen to your future goals, and learn where you would like to be 5, 10, or 15 years down the road to build your pre-retirement financial plan.

Short-Term Realities

We also pay attention to your current employment situation, including your workplace satisfaction, Social Security estimates, 401k vesting schedules, available pension payouts, and more.

With New
Eyes

We work with your 401k, savings, and other assets to build towards retirement, looking at your resources from a fresh perspective.

Safety First

As you approach retirement, you know that you don't have the time to "gain and give back" to the ups and downs of the market. Our risk-reduction approach helps you build towards retirement with measured, safe steps.

Discipline and Flexibility

Situations change, and so do our plans. Once we've built a solid foundation of safety, other variables can change to meet your needs. Want to retire sooner than expected? Let's talk to make that a reality.

Expertise Matters

Nathan Frederico, Retirement Income Certified Planner® personally meets with all clients and directs their pre-retirement plans to assist you in arriving on-time at your retirement goals.
If there’s ever a time for comprehensive financial planning, it should be when you are preparing to take the retirement leap. Just as you likely spent years in college or vocational training to prepare for the next few decades of your career, it makes sense to educate yourself and thoroughly prepare for the next few decades of life you will spend in retirement. And you shouldn’t feel alone in this process. It’s also more important than ever to find your own trusted retirement planner, one who’s willing to use any worthy financial tools to your advantage.

Free Retirement Readiness Review

Are you on the right path to retirement?
We offer a complimentary meeting to get to
know you and assess your progress.

Let's Get Started