Overview – Mayfield Financial Group

A Different Take On Retirement

With Proven retirement strategies, provided for your needs.

Our Unique Approach

For over 25 years, Mayfield Financial has served thousands of satisfied Southern Arizonans. When it comes to your savings we use our holistic RetireArmor Protection Process^SM

Step 1

Shield From Market Volatility

Wall Street can’t be controlled, but the amount of risk you take can. Our strategies can help protect a portion of your retirement from any stock market loss to reduce overall volatility.

Step 2

Protect From High Fees

No one likes to over-pay for anything. High fees, or even any fees at all, need to be carefully watched to help you keep more of your money.

Step 3

Defend Against Taxation Overreach

Understanding the complexities of retirement tax planning is important. Our deep affiliations with local CPAs and in-house tax preparers demonstrates our commitment to understanding IRA and retirement tax laws, in order to help minimize your taxes throughout retirement.

Step 4

Secure A Foundation Of Income

Income is always better than savings. We help identify retirement income sources: pensions, 401ks, IRAs, etc. Then make a plan so they work together and provide you with a solid base of income security.

Step 5

Preserve Your Family Legacy

As a holistic advisor, we feel it’s important to go beyond just money management and help secure your family’s future. We have a dedicated team of estate planning advisors that help with probate avoidance and other legal matters to preserve your legacy.