Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
It's All About You
Understanding that you have unique needs and circumstances, I founded Monarch Wealth Management with the goal of assisting clients to better understand and manage every aspect of their financial lives. We provide personalized recommendations and independent professional guidance that help ease your financial concerns and give you confidence in your financial future.
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Welcome!
I specialize in providing comprehensive and proactive financial and investment management for individuals, families, and entrepreneurs who understand they need a trusted partner to help them manage their finances. We deliver the strength, expertise and resources of a large financial firm with the personalized service found in smaller firms. Whether you’re planning towards retirement, looking to better understand your investments, or starting or selling a business, —we can help you address your most pressing financial questions.
Feel free to contact me with any questions and I'll get back to you quickly.
Thank you for stopping by.
Jose Freyre
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.