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CFO For Your Family

At Mendel Money Management, we know how to be the quarterback for all of the financial needs of your family. We can work with your current team of advisers or recommend the right person for you. Our team works with your advisers to come up with creative solutions that help you achieve your goals.

Whether it be assistance in determining how much you need to save to purchase your next home, to lease or buy your next car, or to sell your home to generate more income during retirement, we are here to simplify those decisions so that you are confident with your choices.

Financial Plan