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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The item most homeowners forget on their home improvement project checklist is insurance.
Try these activities to keep your brain sharp.
When to start? Should I continue to work? How can I maximize my benefit?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Apps that help small business owners better manage and grow their business.
Tips on insuring your teen driver.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
What does your home really cost?
Making the most of surprises is a great reason to work with us.
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?