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Independent Financial Group
Independent Financial Group

Independent Financial Group

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Introduction: We work with those who are near or in retirement. Our simple to understand process clarifies the most efficient allocation and effective income strategies. Working with retirement-specific investments and strategies isn't one of the areas we work in, it is the only area we work in!
Overview

Serves Chandler, AZ

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620 employees

43 years in business

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

8 reviews

5
88%
4
12%
3
0%
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1
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Read reviews that mention:


Nick M.

Matt is very knowledgeable about senior financial related issues. He is very responsive to your inputs and will discuss and provide info to whatever level you're comfortable with. He is very amenable and easy to get along with. I recommend him highly.
Feb 22, 2021
Tim C.

Matt is a great communicator. He asks good questions, is a good listener, and presents clear options and plans. We felt very confident working with Matt.
Independent Financial Group's reply
Tim, Thank you!
Feb 18, 2021
Ann R.

Matt is very knowledgeable about retirement plans and very quick to respond to text and voice messages. He was referred to me by a coworker and I’m pleased with his service.
Independent Financial Group's reply
Thank you!
Feb 21, 2021
Diane N.

Matt’s integrity and communication have been stellar for the 8 years I have known and worked with him. I highly recommend him often.
Feb 23, 2021
Rosemarie D.

Retirement ideas and suggestions are excellent. Always has time to meet with us and help us with questions and quick to respond to emails and phone calls.
Feb 22, 2021
Credentials
License

License Type: Investment Adviser Representative (AZ)

Background Check

Matthew Mundy

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    First, there is NO COST for the introductory consultations. Once I am able to get to know your situation and clarify the best way to improve your situation, you can decide if you feel comfortable with my suggestions and the cost to maintain your accounts. The most expensive part of a portfolio is usually the stock market positions and the daily maintenance they require. Since most of my clients prefer a more fixed income-driven portfolio that requires less daily maintenance, the total fees charged by me and the firm end up being just a fraction of the industry average.

  • What is your typical process for working with a new customer?

    Since I only work with those who are nearing retirement or already retired, most of our process revolves around getting to know them, what type of retirement lifestyle they currently or will want to enjoy, how much income they will need to support this lifestyle, and what are the best strategies and investments to make this happen.

  • What education and/or training do you have that relates to your work?

    I have my Bachelor's degree from Northern Illinois University. I went on to become a Retirement Plan Analyst and Retirement Income Certified Planner. I also have my Series 6, 7, 26, 63, and 65. What this means is that I have access to every investment option available to the public.

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