The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
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.
... no copy here ...
... no copy here ...
... no copy here ...
... no copy here ...
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
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.