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

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
  • Evaluation of Current Investment Portfolio
  • Risk Capacity & Risk Tolerance 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
  • Risk Based Market Investments
  • Customized Asset Allocation
  • 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.

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