Mundorf Wealth Management

Mundorf Wealth Management is a family-owned financial planning practice that works with individuals on retirement income, investments, estate planning and insurance. The firm's conversations start with what matters to each client, and it builds a custom plan from there, with a team that includes outside estate planning attorneys and investment professionals. Its principal advisor, Dustin Mundorf, focuses on retirement income planning and has been a licensed financial professional since 2002.

Clients can book a chat through the website or by phone, and the office is in New Braunfels. The firm offers a free guide on when and how to file for Social Security. Investment advisory services are offered through Brookstone Capital Management, an independent registered investment advisor, and the firm acts as a fiduciary for its investment clients.