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Wealth Services

Monarch Benefit Advisors specializes in offering a wide variety of high-quality and fully customizable wealth management services and solutions for all of our clients’ needs. Schedule your consultation today to learn what we can do for you.

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If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a  major role. However  a sound approach involves taking a close look at your potential retirement-income sources.

Predictable Income 

There are principles and strategies that enable you to put together an investment portfolio that reflects your risk tolerance, time horizon and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Life Insurance

Manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can even designate someone to manage your financial affairs should you be unable to do so.

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401K Rollover 

A 401(k) rollover is when you direct the transfer of the money in your retirement account to a new plan or IRA.  Annuities funded with an IRA are "qualified" plans, enabling an insurance company to create an "IRA annuity", into which you can deposit your retirement funds directly.

Mortgage Protection

Mortgage Insurance is a policy which compensates lenders or investors for losses due to the default of a mortgage loan. A sound insurance strategy can help protect your family from the financial consequences of those events.

College Planning

Families are overwhelmed by college planning.  The average college 4-year college graduate has $42,000 in debt. Let us do a no obligation audit to determine areas of potential liability and to correct them. We can show you limitations of 529’s and how to keep assets off of FAFSA. 

Want to learn more about our wealth management services? Tell us what you need and start feeling protected today.

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