Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from an experienced advisor who understands the people and things that are important to you can go a long way toward helping make sure your estate plan captures your vision and assures its reality. You can put a plan in place that makes sure your financial success is shared with your family, friends, and the charitable organizations you designate, according to your wishes.
We will help you articulate your estate planning goals, and we will coordinate the work of other advisors who may be needed to ensure your financial plan reflects your estate planning needs. We have long standing relationships with a Board Certified Estate Planning Attorney and Certified Public Accountants who have expertise in addressing the intricacies of estate and tax planning. Or, if you prefer, we can work with your own team of professional advisors to help complete your plan. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating today’s complicated tax and estate laws.
Neither LPL Financial nor any of its representatives provide tax or legal advice. Outside providers of professional services are neither affiliated with nor endorsed by Monarch Advisory Group or LPL Financial.
Risk Management Solutions
Identifying the risks to financial security for you and your family is a foundational part of a personalized financial plan. Protecting yourself, your loved ones, your home, or your business from those risks is essential. Implementing a personalized financial plan can help close the gap on potential risks. It can give you confidence.
Risk management is a process, as your needs will change over time. That is why risk analysis is an integral part of our ongoing process. We continually identify and analyze all risk factors and make objective and unbiased recommendations to provide you with the confidence you seek.