Keys to a Successful Retirement
Learn how to protect and grow your money so you can have a prosperous retirement. We at Mundt and Associates can show you the most important aspects of a successful retirement if you seek our financial planning assistance. These consist of:
- Keep your money safe
- Earn a reasonable rate of return**
- Keep things simple
About Us
At Mundt and Associates, we prioritize our clients' best interests.
Ask yourself a few questions: How will a down market affect your retirement plan? Does your portfolio reflect your needs and goals? We employ a methodical process to build customized portfolios that meet each client’s needs. Our approach to financial planning can provide a reasonable rate of return** while protecting their principal.
9:00AM-5:00PM
1249 Whitewater Avenue
Saint Charles, MN 55972
By Appointment Only
1530 Greenview Drive SW #114
Rochester, MN
By Appointment Only
306 Main Street #7
La Crescent, MN 55947
By Appointment Only
1176 Frontage Road East #1
Owatonna, MN 55060
Safety
A famous wealth-building strategy is the “buy and hold approach,” which may work for you early on in your career, when you have time. But as you get older, you have less time on your hands and are likely less tolerant of risk; you’re going to retire soon, meaning you’re going to need those savings. Therefore, protecting your savings becomes a top priority. Options that protect your principal* are a key aspect of a successful retirement. And we recognize how important this is. We can teach you how to balance your portfolio by using various “safe money” options.
Reasonable Rate of Return**
Does protecting your principal require you to forgo earning a reasonable rate of return?** In short, “no.” We can recommend products that will help you earn a reasonable rate of return** over time. Priority one should be protecting your money, but obtaining a reasonable rate of return** is also an essential part of a successful retirement strategy. We can help you find ways to build your income so that you won’t run out of money in retirement.
Keep It Simple
The financial decisions you make now will potentially affect your situation for the rest of your life. Making decisions like this can leave you feeling overwhelmed, because much is at stake. Fortunately, we simplify the financial planning process. We take the time to educate our clients. In contrast to other agents, we respond to your questions and talk about your specific situation with you. Furthermore, we offer simple solutions. In short, we think that (after safety and a reasonable rate of return**) simplicity is key to a successful retirement.
Reach Out To Us
Our team meets with clients one-on-one for annual “financial checkups.” We’ll review your current retirement portfolio, review and explain your fees, and discuss how you can safeguard your money in the event of a market decline. You deserve a successful retirement–we can help you work towards that. We also offer educational, no-cost, no-obligation seminar events, where we give a presentation on relevant topics to clients and potential clients while offering them a delicious gourmet meal. Interested in learning more?
