About Mayfield financial services
Mayfield Financial Services: Your Trusted Partner in Collaborative Financial Planning
Mayfield Financial Services is a leading financial planning company based in Cleveland, Ohio. With over 20 years of experience, we have been providing comprehensive financial planning services to individuals and businesses alike. Our team of experts is dedicated to helping our clients achieve their financial goals by providing customized solutions that are tailored to their unique needs.
At Mayfield Financial Services, we believe that collaborative financial planning is the key to success. We work closely with our clients to understand their current financial situation and future goals. By taking a holistic approach, we are able to develop a comprehensive plan that addresses all aspects of their finances including investments, retirement planning, estate planning, tax strategies and more.
Our team consists of highly qualified professionals who are committed to delivering exceptional service and results. We have Certified Financial Planners (CFP), Chartered Life Underwriters (CLU), Chartered Financial Analysts (CFA) and other industry certifications that demonstrate our expertise in the field.
We understand that every client has unique needs and circumstances which require personalized attention. That's why we take the time to get to know each client on an individual basis before developing a customized plan for them. Our goal is not only to help our clients achieve their immediate financial objectives but also provide long-term support as they navigate through life's changes.
Our services include:
1) Retirement Planning: We help you plan for your retirement by analyzing your current assets and income streams while considering inflation rates, taxes, healthcare costs etc., so you can enjoy your golden years without any worries.
2) Investment Management: Our investment management services aim at maximizing returns while minimizing risks through diversification across asset classes such as stocks bonds mutual funds ETFs etc., based on your risk tolerance level.
3) Estate Planning: We assist you in creating an estate plan which includes wills trusts powers of attorney etc., so you can ensure your assets are distributed according to your wishes after you pass away.
4) Tax Planning: We help you minimize your tax liability by analyzing your income sources and deductions, and recommending strategies such as tax-loss harvesting, charitable giving etc.
5) Insurance Planning: We analyze your insurance needs such as life insurance, disability insurance, long-term care insurance etc., and recommend the best policies that fit your budget and coverage requirements.
At Mayfield Financial Services, we believe in transparency and honesty. We provide our clients with a clear understanding of our fees upfront so there are no surprises later on. Our fee structure is based on a percentage of assets under management which means we only get paid when our clients' portfolios grow.
We also offer educational resources such as seminars webinars newsletters etc., to keep our clients informed about the latest financial trends and strategies. Our goal is to empower our clients with knowledge so they can make informed decisions about their finances.
In conclusion, Mayfield Financial Services is the #1 all-around collaborative financial planning company in Cleveland Ohio because of its commitment to providing personalized attention to each client's unique needs while delivering exceptional results through its team of highly qualified professionals. Contact us today for a free consultation!