What We Do

Our mission is to help you reach your goals. Through a holistic and personalized approach, we ensure your financial planning, money management, tax and estate planning efforts are working hand-in-hand toward clearly defined objectives. Mendel Money Management is focused on building a long-term relationship with you. This makes it easy for you to share your goals and concerns with us and allows us to stay aligned with your needs.

See Our Process

Services Personalized to Your Unique Goals

Money Management

Your life is always evolving, so it’s only natural our approach to investing your money will as well. We go beyond portfolio diversification and asset allocation to identify underlying investments that meet your goals.

We build personalized portfolios using:

  • Low cost ETFs
  • Individual stocks
  • Individual bonds, when appropriate

Tax Optimization

Our tax optimization services keep you current with recent tax law changes and help you build after-tax wealth.

We help you with:

  • Withdrawal strategies to increase after-tax wealth and reduce taxes over the long-term
  • Lower tax impact through efficient asset location
  • Optimized wealth accumulation strategies
  • Charitable Donation Strategies

Risk Mitigation

We mitigate risk through our money management and tax optimization capabilities. By looking at your goals, risk tolerance, financial history and philosophy, we determine how we make investment decisions.

We help you determine:

  • Life insurance coverage needs
  • Appropriate long-term care (LTC) funding
  • Estate plans are in proper order
  • Help ensure your income needs are met

We are a fiduciary and do not receive commissions. Our job is simply to advocate for your best interests, helping you navigate the ever-changing insurance landscape.

See Our Client Experience

Our Insights