At Monarch Retirement Group, we specialize in working with both the corporate employee who is either transitioning to a new career or retiring as well as high-net-worth individuals looking for a plan that includes 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 income)
- Investment management (implementation of your plan)
- Retirement strategies (when the best time to retire is)
- Estate conservation (and how it goes to your heirs)
- Insurance products (for estate planning purposes)