Mendota Financial Group is an independent, fee-only firm. Our income is derived solely from our clients. We do not benefit from investing in select funds or stocks. There is no conflict of interest because our success is linked directly to our clients success.
There is no conflict of interest.
As an independent, fee-only firm, our income is derived solely from our clients. We do not sell any products and we do not benefit from investing in select funds or stocks. There is no conflict of interest because our success is linked directly to the success of our clients.
We never touch your assets.
Your assets are held at a third party custodian in your name. This means that you never write a check to us and your investments are available to you at any time.
Everything we do is customized for our clients with their goals in mind. Portfolios are monitored on an ongoing basis and rebalanced to reflect the target asset allocation.
Dedicated client service.
Our clients receive quarterly reports detailing all of their investments and summarizing their financial situation. Our fee is included for complete transparency. We enjoy meeting with you face-to-face and we welcome your questions at any time — we're just a phone call or email away. Our response will be prompt.
Our professional network can be helpful to clients facing a range of issues. In cases that are outside our expertise, we consult with other professionals to help with items like business ownership transition, estate planning, negotiating employment agreements, buy/sell agreements, evaluating benefits packages with new or existing employers, valuation of privately held assets, etc. We enjoy helping our clients and friends succeed by making introductions, when helpful, and generally adding other good people to our "orbit".
You can cancel our services at any time.
Your assets are held in your name at a third-party custodian, so you can cancel our services at any time, for any reason. We're confident that we will build a strong, long-lasting relationship with you based on trust, regular communication and achievement of your goals.
We work with your tax attorney, estate planner and insurance provider to address all of your financial concerns. We also provide you with a year-end gain and loss report to assist you with your taxes. While we do not sell insurance, when additional coverage is needed, we will recommend an appropriate amount and help clients obtain coverage through independent agents. We do not receive a commission — our only motivation is to protect the financial interests of our clients and their families.