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.