Client Success Stories

Charlie & Millie

I retired in 2007. Our financial consultant had us in equities and variable annuities. However, fixed-type annuities weren’t part of his vocabulary, and at the time, not a part of our vocabulary, either. Then the great market fall occurred and our portfolio was whacked, but good. We were living off withdrawals; but now, with a smaller portfolio, our withdrawals were a much larger percentage of the portfolio. We were concerned, as was our portfolio manager, that we would outlive our nest egg. His solution was to get part time work and adjust our lifestyle—a shocker we would not have conceived read more 

Joy

2017 Dear Jed, I just want to let you know how satisfied I am that I chose you for my financial advisor. You have handled my aunt’s financial plan for a good many years now, and your plan has done well. I’m glad she decided to use the Mayfield office all those years ago when she didn’t want all her investment money in the stock market. You found risk free plans for her and you have kept her financially secure; along with that, you have been a trusted and caring friend. When my husband passed away last year I knew read more 

Dave

        January 17, 2017   I retired in 2004 and I thought that my wife and I would have a comfortable retirement. We trusted our Financial Advisors with our retirement funds. We decided to do the “RV Lifestyle” and we were “Continuous Travelers” for about 6 years. In 2008, we, like so many others experienced the Economic Downturn and we lost quite a large sum of our retirement investment. We still trusted our Financial Advisors. In 2010 we realized that we had lost even more of our retirement funds. We stopped the “RV Lifestyle” moved to Green read more 

Joe & Bonnie

2017 From Joe & Bonnie in Tucson: We made an appointment with Jed Mayfield after a good neighbor highly recommended him.  Truthfully, the neighbor actually raved about Jed and the sound financial advice that he offers.  What you hear on Jed’s show is exactly what he presents in person – Jed is a gentlemen, an honest businessman, and he believes completely in what he does and demonstrates.  His strategies do work. The products Jed offered were an excellent match for our current needs.  We retired several years ago and brought our 401K plans with us.  Our money was sitting in read more 

Jay

2017 My wife and I were very confident that we had already done a pretty good job in planning for my retirement in the next three to five years. Then I got the news that the company I work for planned on moving ninety percent of our department’s work offshore. So at that point, I felt I needed to come up with a plan that would allow for retiring earlier than my original plan. I didn’t want to have to find a job for just a couple years as it wouldn’t be fair to me or the company that might read more 

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