We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Jose Freyre, MBA, CFP®
Shari Showers, FPQP™
Financial Paraplanner Qualified Professional
Shari joined the Monarch Wealth Management in 2009 with 20 years of customer service experience and has been an integral member ever since. As a Registered Paraplanner, Shari works closely with our clients and LPL Financial to provide...