Arizona

Meet Nathan Frederico in Tucson, AZ

Nathan joined Mayfield Financial and Estate Protection Services, Inc. in April 2017, bringing with him nearly a decade of experience as an investment analyst and portfolio manager for an investment advisory firm. His dissatisfaction with the world of stock market volatility and high investment advisor fees led him to value the unique Safe Money Strategies.

An entrepreneur at heart, Nathan founded and sold a successful business in Southern Arizona. His passion for seizing financial opportunities helps his clients to capitalize on retirement income and wealth protection principles.

Mayfield Financial has been a Tucson retirement income and safe money financial planning firm for over 25 years and is a member of The Better Business Bureau since 1992, maintaining an A+ rating. Mayfield Financial has over a thousand satisfied clients in Southern Arizona who enjoy a unique and attractive blend of financial safety with no stock market risk, upside growth potential, special tax advantages, and guaranteed lifetime income options.

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Meet Adam Rosendahl in Phoenix, AZ

Since 2008, Adam has built his career around securing the most important tool in retirement: income. This seemingly simple concept actually encompasses many industries, and Adam is committed to educating and servicing his clients in the areas of tax planning, estate planning, income planning, and long-term care planning. As a Certified Medicaid Planner™, he is uniquely qualified to balance the complexities of income planning while maintaining eligibility for federal programs that may save families potentially hundreds of thousands of dollars in the event of an extended stay in a nursing home.

Adam’s pro-active and comprehensive approach to many retirement issues has allowed clients all over the country to have the peace of mind of knowing that their income will be guaranteed to last through their lifetime, regardless of poorly performing markets, unpredictable inflation, or untimely health issues. This allows his clients to spend more time planning ways to enjoy their retirement years rather than worrying about funding their retirement years.

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Meet Matt Moore in Phoenix, AZ

Matt Moore is the founder and president of Moore Financial Services Group, LLC. Matt has been helping individuals and their families for over 15 years. He believes that communication and interaction with his clients regularly is the key to understanding their financial planning needs and assisting them in realizing their dreams and aspirations.

Matt believes that the nucleus of a successful retirement plan must be a comprehensive, cohesive financial strategy. This strategy must be tailor-made to fit each individual’s unique needs, thus enabling it to meet short- and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for a changing economic climate.

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