Retirement Planning Process

Monamie Wealth & Retirement Planning Process

We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and in-depth knowledge.  Monamie Wealth & Retirement utilizes comprehensive planning and investment strategies specifically designed to address the risks and needs of today’s Retiree’s and Pre-Retiree’s.

This Is Not Your Parent’s Retirement

Retirement requires a different approach to planning and investing than we use during our working years. We are living longer, healthcare expenses are increasing and market losses can derail a retirement portfolio. These and many other Retirement challenges must be addressed through specialized planning. Monamie Wealth & Retirement creates value for our clients by developing tailored retirement solutions that cater to their individual needs, goals and vision.

Is Your Advisor an RICP®?

Our President holds the Retirement Income Certified Professional® Designation and is a dually licensed Investment Advisor Representative and Life, Health and Annuity Agent. The firm brings over 20 years of Financial Services experience to help you achieve your Retirement planning goals.

Our 4-Step Process

If you would like to have a conversation about your retirement strategy, please contact us online or call our office at 239-574-0073. There’s absolutely no cost or obligation.