Welcome to Majors & Mondragon, LLC.
Your goals are our top priority. At Majors & Mondragon, LLC, our experienced advisors strive to strengthen all areas of your financial life. Working as a collective, we unite our individual expertise to grow and protect what you’ve worked so hard to build. Our team consists of designated CFPs® (Certified Financial Planner™), RICPs® (Retirement Income Certified Professional), and CLUs® (Chartered Life Underwriter). Through state of the art technology, our expert advisors can help you live the life you’ve always desired.
Committed to Delivering Best-In-Class Financial Strategies.
At Majors & Mondragon, LLC, our values form the foundation for your success. We believe that our clients deserve the highest level of care possible, the Fiduciary Standard. This benchmark of integrity and reliability drives our team to act solely in your best interests, rather than those of the firm. As your fiduciary partner in both spirit and legality, we dedicate ourselves to helping you identify and achieve your most cherished goals.View our Services
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Five strategies for managing your student debt.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Technology tips to make your next trip even better.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.
What does your home really cost?
All about how missing the best market days (or the worst!) might affect your portfolio.
There are hundreds of ETFs available. Should you invest in them?
Women must be ready to spend, on average, more years in retirement than men.