Client Success Stories

Mike & Nannette

December 2015   This is the time of year we reflect back on the things we have accomplished during the past year. My husband and I would like to take the time to thank you and your staff for the help we received during our financial retirement and estate planning process. After losing two parents three weeks apart the previous year, I realized my husband and I were in need of a trust and financial products to safe guard our retirement and to protect all that we had worked so hard to obtain. These are things that we had put read more 

Bob & Martha

Bob & Martha Oro Valley, AZ   December 2015   We met Jed Mayfield a couple of months ago and through him and his Safe Money plan, we no longer worry about the stock market, the world economy or what the Federal Reserve is doing, etc. We actually sleep at night!   Before Jed, we had our money in the same places you may have it. We would go for the investment reviews with our latest statements. Our financial planner would show us the different colored charts and show us how well-balanced we were and would pat us on the read more 

Armando, TPD Officer

November 30, 2015       To whom it may concern:   Back in 2014, after 26 years of service as a police officer for the City of Tucson, I decided it was time for me to retire. I began to prepare myself for one of many important journeys of my life and my future, how to invest my retirement/life savings safely.   I spent sleepless nights thinking about how and where to invest my retirement money/life savings. I knew I did not want to lose any of it to the stock market.  I spoke with many of my law read more 

Dee Dee

November 28, 2015   I had been listening to Jed Mayfield on the radio for over a year. I heard the testimonials of his clients and realized that I felt exactly as they did. I did not have the risk tolerance associated with the stock market nor could I afford to lose any of my hard earned money. I was thinking about retiring within the next year and time was not on my side. The question was would I be able to retire and maintain my present lifestyle? I was paying a substantial amount of money each year in fees read more 

Gille & Merlyn

Gille & Merlyn Marana, AZ February 11, 2015 Having spent most of our working lives in the city of New York, in preparation for our retirement  my wife and I spent months traversing the United States searching for the ideal place to retire.  Fortunately, we decided to settle in Marana, outside of Tucson. I spent my last five years prior to retirement working on Wall Street where I had access to world-renowned brokers.  I met with two of the top retirement advisors in New York City, one of whom still has a thriving program on a local radio station in read more