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1619 East Common Street
Suite 501
New Braunfels, TX 78130


Gunderson Financial Services

(830) 620-0131

Retirement Redefined Acres of Diamonds Investments Surprises

Thank you for visiting Gunderson Financial Services. This site was developed to provide you with the tools you need to plan your financial future. We are always adding new and useful features, so we suggest you bookmark us as one of your favorites, and come back often. We hope this site is helpful to you.

Let us be of service to you. Please feel free to e-mail us or call our office. We will respond as quickly as possible.

Office: (830) 620-0131
Toll Free: (877) 620-0131

Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.


Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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