Monarch Advisors Services

 

At Monarch,  we specialize in working with both the corporate employee that is either transitioning to a new career or retiring, as well as individuals looking for a plan that included personalized, risk based portfolio management.  We carefully analyze all aspects of your pension, health care, and 401(k) plans, any 457 plans that may be there, as well as designing, implementing and managing a plan designed specifically for you.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

  • Tax management  (avoiding penalties, reducing taxable $) 
  • Investment management (Implementation of your plan)
  • Retirement strategies  (When is the best time to retire)
  • Estate conservation (and how it goes to your heirs)
  • Insurance products (For estate planning purposes)