Cumandra Munk Capital

About

Making & Meeting Goals

Building Strong Futures

I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Building Strong Futures

I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.

About Me

Building Strong Futures

About Me

Since 1999, I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy sailing, cooking, and playing with my 2 dogs.

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Why do I need a Financial Consultant?

A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!

What are my options?

There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.

Can you help me plan for retirement?

Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.