More Control, More Options & More Access to Your Own Money
Most individuals and families live with a great deal of financial pressure. We believe that's because traditional financial advice tends to box people in, often leading to doubt and anxiety. We help everyday Americans break out of this box and relieve the financial pressure that comes with it.
We do this by challenging conventional wisdom. Our qualified clients use simple, but little-known strategies that result in greater control, more options, and more access to their own money.
We welcome client referrals from all walks of life, but we specialize in helping:
Retirees & Pre-Retirees: Texans who want to eliminate the fear and uncertainty surrounding their retirement. More than managing assets, we also help qualified retirees eliminate risks and create income streams that cannot be outlived.
Educator Families: Educators (and their families) who want to get the most from their TRS, Social Security and spousal benefits. We help educators who want to maintain their lifestyles into retirement, without running out of money.
College Savers: Parents and grandparents who want to help fund their child's education, or otherwise save for their child's future. Our strategies are best suited for children ages 12 and under.
The Mundorf Wealth Team
The son of a ranching family in tiny Oakville, Texas, Dustin learned very early that wise stewardship of resources is critical to a family’s success. Many years later, he remains a small town “kid” at heart. He believes faith, family and community are just as important today as they ever were. A Texas Tech graduate and licensed financial professional since 2002, Dustin enjoys helping families who share those same values.
Dustin and his wife Meghan welcomed baby Duke in 2019. Together they live the good life in San Marcos. As a hobby blacksmith, Dustin likes spending winter days at his forge and anvil. Together with Meghan and Duke, the family enjoys Red Raider football, camping and laughing at their French bulldog Mongo. Dustin is the owner and principal of Mundorf Wealth Management and a member of TEAM Financial Group.