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Monarch Solutions-Chicagoland

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Health Insurance, Insurance, Life Insurance

6870 Rote Rd Ste 103, Rockford, IL 61107

815-847-6229

CLOSED NOW: 
Today: 9:00 am - 4:00 pm

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DETAILS
General Info
At Monarch we love to EDUCATE, INSPIRE and PROTECT. This love affects every aspect of the way we interact with our clients and maintain high trust relationships with them and their financial team long term.Our firm specializes in helping very high net worth and ultra-affluent individuals, families and business owners in the areas of tax analysis, tax savings strategies, income planning and wealth transfer. We also help those with strong income to find ways to set aside additional pre-tax dollars and develop strategies for creating tax-free income streams long term through the utilization of vehicles such as the Personal Pension.One of our core competencies at Monarch is being able to work alongside our clients financial team which typically includes their Wealth Manager (financial advisor), CPA and Attorney to develop strategies that are in the best interest of the client. Since our solutions and area of discipline dont compete with the other members of the financial team we are uniquely positioned to work closely with these advisors and provide unity and synergies amongst the financial team that, in the end, bring tremendous value to our clients.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Categories
Health Insurance, Insurance, Life Insurance
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.