Monamie Wealth & Retirement Services
“Unfortunately, the one question I hear most from people I meet with is: Will I run out of income during retirement? The good thing is, I can tell them I have the knowledge and tools that can help estimate their retirement income based on their current strategy.” – Marilyn J. Prevoir, RICP®, Monamie Wealth & Retirement
“Unfortunately, the one question I hear most from people I meet with is: Will I run out of income during retirement? The good thing is, I can tell them I have the knowledge and tools that can help estimate their retirement income based on their current strategy.” – Marilyn J. Prevoir, RICP®, Monamie Wealth & Retirement
Planning Services
- IRA, 401K, Qualified Account Planning
- Required Minimum Distributions
- ROTH IRA Conversions
- Social Security Analysis
- Pension Benefits Analysis
- Income Planning
- Surviving Spouse Planning
- Inflation Planning & Protection
- Liquidity Analysis
- Health Insurance & Medicare Planning
- Life Insurance Needs Analysis
- Long Term Care Needs Analysis
- Existing Insurance & Annuity Policy Review
- Mortgage Analysis
- Reverse Mortgage Analysis
- Tax Planning*
- Estate & Legacy Planning*
Financial Tools
- Money Market Accounts
- Certificates of Deposit
- Traditional & Roth IRA Accounts
- SEP, SIMPLE, 401k, Solo 401k Accounts
- Life Insurance
- Whole, Indexed Universal, Term
- Critical Care & Accelerated Benefits
- Long Term Care Insurance
- Medicare Insurance
- Fixed & Indexed Annuities
- Guaranteed Lifetime Income Annuities
- Healthcare & Wellbeing Riders
- Death Benefit Riders
*Monamie Wealth & Retirement does not provide Tax or Legal advice. Where applicable the services of a Certified Public Accountant and Attorney will be required.
