Kris Wilcoxen - American Republic Insurance Services

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.

The advisor listed is an Ameriprise financial advisor in Rockford. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. We help our clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.We're here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.

Located in the vibrant city of Rockford, IL, American Republic Insurance stands as a reliable hub for all insurance needs. From auto and home insurance to life and health coverage, this agency offers a diverse range of policies to cater to every individual's requirements. Situated amidst the bustling streets of Rockford, it provides a convenient and accessible option for those seeking to secure their assets and loved ones. American Republic Insurance in Rockford, IL, exudes professionalism and expertise in the realm of insurance services. With a team of knowledgeable agents ready to assist clients in finding the perfect coverage, this agency prioritizes customer satisfaction above all else. Whether you're a new policyholder or looking to review your existing insurance plans, this establishment in Rockford, IL, ensures a seamless and personalized experience for all. Generated using this place's available information