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Mundell Financial Group
Mundell Financial Group
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$125.00 USD
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🧾 Key Services & Client Offerings
1. Life & Final Expense Insurance
- Offers term, whole, and universal life insurance, as well as final expense policies designed to cover funeral costs, debts, and care for dependents.
- Death benefits are typically income‑tax‑free, may be estate‑tax‑free if properly structured, and cash values grow tax‑deferred. Lapse coverage for loans and cash value growth also exists.
- As an independent agency, they shop multiple carriers to tailor choices and may even review and optimize your existing policies. SmartAdvisor Match+5Mundell Group+5MapQuest+5.
2. Health & Medicare Insurance
- Provide major medical health plans, short‑term coverage, HSA-compatible policies, dental, vision, and Medicare Supplement and prescription drug plans.
- They also support clients in Medicare planning, helping select suitable coverage based on individual health and income needs. mundellfinancial.com.
3. Retirement & Asset Allocation / Investment Management
- Offer retirement planning (IRAs, Roth IRAs, 401(k) rollovers, mutual funds, annuities).
- Employ an asset-maximization strategy: a fiduciary-driven, diversified asset allocation approach tailored to your risk profile, time horizon, and income needs for retirement. ficmn+1Mundell Group.
4. New Generation Retirement® Planning Process
- A five-step fiduciary retirement planning framework:
- Advisor selection.
- Fact & Feeling discovery (includes a "Color of Money" risk assessment).
- Strategy development and presentation.
- Solutions & execution (setup of accounts, products; e-signature support).
- Ongoing relationship and monitoring.
- Delivered via their Generational Vault online portal to provide transparency and continuity. mundellfinancial.com+6Mundell Group+6Mundell Group+6.
5. Holistic Financial Coordination
- Their planners conduct comprehensive needs analyses: reviewing Social Security, pensions, banking, insurance, taxes, estate documents, and future expenses.
- They integrate all facets into a unified plan, often delivered in binders and digital vaults, focusing on long‑term multi‑generational wealth building. Mundell GroupMundell Group.
💡 How They Assist Clients
- Estate & Legacy Protection: Life insurance designed to ensure loved ones are cared for without financial stress, trophies of death taxes, and final bills all handled. Mundell Group
- Retirement Confidence: Income planning strategies aimed at reliable cash flow in retirement with risk mitigation through diversified portfolio design. Mundell GroupMundell Group
- Tax & Risk Efficiency: Asset via allocation planning, tax-awareness in investment selection, and maximizing Social Security and Medicare benefits for cost savings. Mundell Group+1
- Transparent, Fiduciary Service: The advisor is legally bound to act in your best interest, providing accessible documentation, regular reviews, and full transparency via their portal. Mundell GroupMundell Group
- Personalized Process: Whether you’re new to investing, planning a business exit, or looking to leave a legacy, Mundell uses a tailored roadmap that suits your lifestyle and life stage. fmgwebsites.com
✅ Situations Where They Add Value
- Planning for Retirement Income: Ideal for those looking to align assets (bank accounts, pensions, tax-deferred savings) into a cohesive retirement income stream.
- Insurance & Final Expense Planning: Families needing affordable solutions to cover end-of-life expenses or establish estate liquidity.
- Health and Medicare Guidance: Especially helpful if you’re approaching Medicare eligibility or exploring health plan transitions.
- Holistic Financial Review: Beneficial for people wanting a broad, well-integrated plan rather than one-off products.
- Fiduciary Partnership: Those wanting clear fee structures and independent advice through an online portal and ongoing access.
📋 Quick Reference Table
Area | What They Provide |
---|---|
Life Insurance & Final Expense | Tax-advantaged death benefit, multiple policy options, reviews |
Health / Medicare Planning | Medicare supplements, major medical, HSAs, expert selection |
Investment/Asset Management | Diversified portfolios tailored to you; fiduciary oversight |
My Plan Process | 5-step plan, technology-driven planning, client portal |
Holistic Review | Wealth, estate, insurance, tax, cash flow—all integrated |
Long-Term Support | Ongoing monitoring, reviews, and updates |
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