By Southern Arizonans,
For Southern Arizonans Since 1992

Our Mission

Mayfield Financial has served thousands of satisfied Southern Arizonans with sound retirement planning strategies since 1992.
 
  • We are an independent advisory firm. Our credentialed advisors have access to industry-only insurance and investment products, offering you the finest retirement tools.
  • Our focus is safety-first advisement. Our retirement income plans are designed to work for you regardless of what’s happening on the Wall Street.
  • As a fiduciary for you, we fully abide by our duty to put your financial needs first. It’s not just our ethical responsibility -it’s core to who we are. We are a Registered Investment Advisory firm (RIA) licensed and fully compliant with the State of Arizona.
  • We have offer low-fee investment management. Our fees are lower than the state and national average. Low fees mean more returns for you and your retirement plan.
  • As a client-centered firm, our focus is on you. We are here to listen and give you the time and attention to achieve your financial goals. And regardless of what life situations may arise, we are here to ensure your plan continues to work for you. When you partner with us, you have a partner for life.
  • Independent Advisory Firm

    Our credentialed advisors have access to industry-only insurance and investment products, offering you the finest retirement tools.

  • Safety-First Advisement

    Our retirement income plans are designed to work for you regardless of what’s happening on the Wall Street.

  • A Fiduciary for You

    We fully abide by our duty to put your financial needs first. It’s not just our ethical responsibility–it’s core to who we are. We are a Registered Investment Advisory firm (RIA) licensed and fully compliant with the State of Arizona.

  • Low-Fee Investment Management

    Our fees are lower than the state and national average. Low fees mean more returns for you and your retirement plan.

  • Client-Centered Firm

    We are here to listen and give you the time and attention to achieve your financial goals. And regardless of what life situations may arise, we are here to ensure your plan continues to work for you. When you partner with us, you have a partner for life.

Our Story

William “Jed” Mayfield

1958 – 2018

Founder

Brother and sister Jed and Lisa Mayfield started Mayfield Agencies in 1992 by going door-to-door to offer life insurance policies. As they met and talked with neighbors, they earned their trust and a reputation for being friendly, efficient, and knowledgeable. This small enterprise quickly grew into a thriving business serving thousands of Southern Arizonans, enhanced by the addition of fixed annuities and other safe money products. After Lisa’s retirement, Jed continued the business on into Mayfield Financial, and became a highly respected retirement advisor, not only from satisfied clients, but also earning accolades from colleagues at national conferences.

Following the 2008 financial collapse, Jed realized how much his clients wanted to stay well-informed to weather financial storms. He started the Worry-free Financial Solutions radio show to educate the local community on safe, reliable investment strategies, and how to avoid common stresses in retirement.

In early 2017, Nathan Frederico joined Mayfield Financial, bringing a background in investment management and market analytics, as well as experience as a successful Tucson entrepreneur. Jed and Nathan worked side-by-side to help new and existing clients, until Jed sadly passed away from cancer in 2018. Greatly missed by the Tucson community and beyond, a national consortium of retirement planners renamed their annual award in his honor.

Going forward into 2019, Mayfield Financial expanded to more full-service operations, drawing on Nathan’s background in investment management, offering clients comprehensive financial care that includes income planning, investment management, personal tax consulting and preparation, and estate protection. This builds on the Mayfield siblings’ legacy in offering financial care as personal and approachable today as it was here in Tucson over 25 years ago.

Our Clients

Mayfield Financial specializes in retirement income planning for current retirees, individuals approaching retirement, and even those who are a distance away.

While some may think that retirement planning only begins once you are ready to retire and live off your savings, the path to retirement contains many critical planning steps along the way. It all begins earlier than you may think. If you are nearing retirement, now is the time to lay the foundation for a more secure future in retirement. And, if you’re already there, we can help assure your income will last.

We invite you to visit us and learn about how our team of retirement experts, with backgrounds in retirement income, investment management, law and estate protection, and tax efficiencies, can better secure your current or future retirement.

Our Alliances

We offer services through the following vetted providers:

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Our firm holds the distinction of Certified Financial Fiduciary®, which is bestowed on firms that pledge to uphold the highest fiduciary standards–putting clients first over any potential conflict of interest. Our independence means that we are not tied to any company, products, or other financial instruments, and will rigorously seek out the most suitable asset allocation for your retirement

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We have partnered with TD Ameritrade Institutional (a division of TD Ameritrade, Inc., member FINRA/SIPC) as our custodian. TD Ameritrade is one of the largest financial institutions, with assets in excess of $1 trillion across 12 million clients. We have confidence in their ability to provide both advisors and clients with accurate account information, on-time trades, and user support

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Mayfield Financial, Inc., formerly Mayfield Agenices, Inc., has been a A+ member of the Better Business Bureau in Tucson, AZ since 1992. This achievement is made possible by making our clients and their safety our top priority.

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Mayfield Financial President Nathan Frederico hosts the Worry-Free Financial Solutions of Tucson radio program on KNST AM 790. Every weekend, the show discusses issues that are at the forefront of retirees’ minds today, such as achieving financial security in retirement.

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Nathan Frederico is an active licensed Retirement Income Certified Professional®, having completed rigorous training and examinations pertaining to responsible, strategic retirement planning services. This certification is maintained through the American College, and bears the motto “Carry the Shield,” where designees swear to ethically uphold their clients’ financial legacies, and elevated the retirement planning field through continuing education.

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Mayfield Financial partners with Aegis Financial, a nationwide consortium of retirement planners who counsel regularly and meet annually to advocate for best practices in the retirement planning field.
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As a Member of Ed Slott’s Elite IRA Advisor Group
We have mastery of advanced retirement plan strategies. We are experts in retirement specific legal, tax, and planning advice that today’s retirees need.