Mundell Group

Taking care of your retirement &

Estate planning needs

Taking care of your retirement &

Estate planning needs

Taking care of your retirement &

Estate planning needs

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Welcome to The Mundell Group

Our Mission is to provide simplicity, in terms you can understand, to a holistic financial planning process. We aim to coach and educate the public on the key core values of the Mundell Group, which include, ‘the team planning approach’ and ‘a mutual selfless concern for the well-being of others and their futures’, as well as the color of money, and the 4 pillars of the U.S. economy.

Medicare

While it’s easy to become entangled in the many different financial issues your financial plan will address your health concerns and needs. Part of that strategy is your Medicare planning. Medicare guarantees health insurance for people at age 65 and older. In some cases, you may even qualify prior to age 65.

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Retirement Planning

It wasn’t so long ago that retirement meant a pension and a gold watch, but today’s world looks much different than it did for generations past. The burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before, but you don’t have to carry it alone.

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Social Security

There is a lot to know about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits. Our firm is committed to helping you get the most you can out of your benefit.

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Our Location

Mundell Asset Management LLC
P.O. Box 638
Canal Fulton, OH 44614

330-854-6555
jmundell@sssnet.com

Our Company

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Our Services

Asset Allocation & Risk
Asset Maximization
Generational Vault
Life Insurance
Medicare
New Generation Retirement
Social Security Maximization

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Mundell Asset Management, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Mundell Asset Management, LLC a Registered Investment Advisor in the State of Ohio. Insurance products and services are offered through Business Administration, Inc. dba Mundell Agency, an affiliated company. Mundell Asset Management, LLC and Mundell Agency are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.