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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

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

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