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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.

Fiduciary Standard

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.

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Investments

 
 

Retirement

 
 

Estate

 
 

Insurance

 
 

Taxes

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

Helpful Content

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

 

The Best Apps in Travel

Technology tips to make your next trip even better.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Rightsizing for Retirement

What does your home really cost?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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