Munster Financial, LLC

Our Approach

Health & Happiness

It's not the plan we're all eager to have, it's the good health and happy life that comes as a result. And of course, we're all hoping for a long life with plenty of time to enjoy both. But it takes careful planning and communication.

Whether you're an entrepreneur, a professional athlete, a business owner or executive, or a medical specialist, it's important to consider where you are, what your goals are and whether you are able to realize them. Focusing too narrowly, underestimating resources, missing opportunities – these are all things that can create imbalance.

In order to understand where you are and what your goals are, we need to get to know you. Really know you. So we'll ask questions:

  • Are you a first-generation entrepreneur?
  • How many years does your body have left to compete?
  • Are you raising children and do you have a plan for their education?
  • Are you or will you be your parents' caretaker?
  • Do you have a second home in mind?
  • What investment experiences – positive or negative – have you had?
  • But these are just examples of high-level questions that barely scratch the surface. Our ability to dig deep and ask the complex questions that define your situation in a very tangible way is what makes us different.

The more we know about you the more we can help you achieve a healthy life-wealth balance. After all, investment planning is not a series of transactions, it's an on-going conversation between two trusted partners.

And we believe that really is the Munster Financial difference.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CT, FL, IL, IN, MA, ME, MI, MO, NC, NH, NJ, NY, OH, PA, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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