At Monson Wealth Management, we believe in living life on your terms. That's why we offer flat-fee retirement planning and financial management services designed to help you achieve your goals without breaking the bank. Our personalized approach starts with a 15-minute no-obligation consult to get to know you, your concerns, and your aspirations. We then create a customized plan tailored to your needs, priorities, and values.
Our Services
Our comprehensive services include retirement income planning, social security maximization, portfolio management, rebalancing, asset allocation, tax-loss harvesting, cash-flow planning, insurance review and planning, and estate review planning. We strive to provide holistic service at sensible fees, ensuring you keep more of your hard-earned money. Our team of experts is dedicated to being your ongoing financial guide, always acting in your best interest as a fiduciary.
The Monson Way
We pride ourselves on being fair, selfless, personal, clear, and responsive. We believe in transparency and making sure you understand every aspect of your investments. Our goal is to help you make the most of your retirement and have confidence in your family's future.
Get Started Today
If you're ready to take control of your financial future and live life on your terms, we're here to help. Schedule a free consult with us today to begin your journey towards a secure and fulfilling retirement.
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