David Mayfield
Financial Advisor|CLU®
Aligning your vision for your future with intentional planning
Mission Statement
Our mission is to empower families and business owners to step off the relentless wheel of life, enabling them to craft a clearly defined vision that aligns their financial lives with their core values. We aim to bring peace of mind for their future by fostering a deep understanding and connection with every client we serve.
Key Principles:
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Active Listening and Empathy: We begin by truly listening to our clients, understanding their unique life circumstances, dreams, and values. Through empathetic engagement, we get to the heart of what matters most to them.
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Personalized Financial Vision: Recognizing that every family and business is unique, we work closely with our clients to develop a financial vision that is not only clear and actionable but also deeply aligned with their personal values and long-term goals.
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Holistic Approach: We take a comprehensive view of our clients' financial lives, considering all aspects from investments and savings to risk management and legacy planning. This holistic approach ensures that every financial decision supports their overall vision and lifestyle.
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Continuous Guidance and Support: Our commitment to clients does not end with the creation of their financial vision. We provide ongoing support and guidance, regularly revisiting and adjusting plans as life evolves and new opportunities or challenges arise.
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Peace of Mind: Our ultimate goal is to bring our clients peace of mind. We strive to alleviate financial stress, giving families and business owners the freedom to focus on what they cherish most, knowing their future is secure and aligned with their values.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
