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Home > Financial Services > Mortgage Brokers > Mayflower Capital
Mayflower Capital
A Mortgage is a document that contains the details of an agreement between two parties. One of which is a borrower and the other party is a lender. The Agreement will include information like, Loan amount, Time period of the loan, Interest and the collateral on the loan which is normally the property being bought. A mortgage broker is generally a person or company whose expertise lies in the field of mortgage laws, properties available for sale, and loan procedures. They provide these services to clients for a fee which is usually a percentage of the loan or property amount.
The company was founded by Donald Martin in 1993 for the purpose of providing personal financial services. The company is licensed in California by the Department of Corporations as a Registered Investment Advisor. Donald Martin has a B.A. in Accounting and M.B.A. finance, and has passed the rigorous exam and met the experience requirements needed to become a Certified Financial Planner professional. He has been employed in the financial services industries for 25 years and has been investing for his own account for 30 years.
The Company does not get a commission or referral fee for financial planning. Their only compensation is the fees the client pays them, thus their loyalty is to the client. They have no sales quota or products to push, thus clients can be assured of objective, independent advice.
The Company does not take custody of the client's securities. Instead the clients open an account at a broker dealer who takes custody of the securities. Mayflower Capital, a financial planning firm, provides an independent, professional alternative to commissioned planners and traditional stockbrokers, by offering fee only financial planning and investment management.
Asset management, life goals planning, portfolio review and optimization, portfolio management, creating and preserving personal wealth, stock options planning, elder care planning, divorce financial analysis, income tax planning, income tax preparation, college education funding & much more.
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