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
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.
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.