Our Services

While developing a customized financial strategy, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial strategy utilizing the following services:

This approach is based on a financial  analysis process designed to  help address portfolio diversification. The professionals at Mundo Financial Services are committed and dedicated to ensure your satisfaction with our services.

Our experience helps us to understand many aspects of the ever-changing investment landscape, which in turn enables us to provide services that are as versatile as they are diversified.


Investment Services 

  • IRA’s – Traditional, Roth, SEP, Simple
  • Group Retirement (401k, 403b)
  • 401k & 403b Rollovers
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Treasury Bills & Notes
  • Government Securities
  • Annuities
  • Municipal Bonds
  • IPO’s  (Initial Public Offerings)*
  • Real Estate Investment Trusts (REIT’s)*
  • Private Placement Offerings*
  • Master Limited Partnerships (MLPs)*

*For accredited investors only

 Financial PlanningStrategies

  • Wealth Management Analysis
  • Portfolio Management Strategies
  • Retirement Planning Strategies
  • College Savings Plans
  • Fee Based Advisory Programs*
  • Estate Planning Analysis
  • Life Insurance
  • Group Health Insurance
  • Wealth Transfer
  • Charitable Giving Plans
  • Long Term Care Insurance
  • Business Evaluation
  • Buy Sell Policy

*Through Investacorp Advisory Services (IAS)

 

*Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm.



In understanding that each client is unique with differences such as goals, time horizons and risk tolerances, it is my objective to help tailor all services to coincide with the clients needs and investment objectives.