Sue Burnett – Founder
FSA, EA, QKA
We work with you on financial planning over your lifetime - today, tomorrow, and beyond. From investment choices in the short term, to long term retirement income planning, our strategies focus solely on protecting you and your family when things go right, as well as when things don’t go according to plan.
Our independence, and experience, sets us apart from our competition. We have access to multiple investments from a variety of investment firms, and we are licensed with multiple insurance carriers.
This allows our focus to be solely on you and your needs, providing you with the best products with the best firms at the best price.
We help you create a strategy to last a lifetime by reviewing, updating, and forecasting your assets holistically. You’ll be able to view all of your financial information, and can create a vault to save and store important documents like wills or powers of attorney.
What if something unexpected happens along the way? How does this affect your family’s finances today, and down the road? Our strategies are structured so that your family is financially secure, regardless of what the future brings.
We can help set up and invest in a 529 plan for your child’s college education, and provide additional strategies to support them if college isn’t in the cards.
We all have dreams for our future - for our business, for our retirement, for our family ... but how do you grab that dream and make it a reality? You plan for it. And we can help.
Monarch Financial Advisors was founded to help individuals and business owners plan and save for the future - for retirement, and for the unexpected along the way. We understand that your business is as unique as you are, so our solutions focus on you, your business, how you see your future, and what your retirement dreams are. Everyone has a dream for their future. We can help to make it a reality.
FSA, EA, QKA