Monarch Solutions
Monarch Solutions, based in Rockford, IL, is dedicated to educating, inspiring, and protecting high net worth individuals, families, and business owners through comprehensive financial strategies. With over 15 years of experience and $1.5 billion in in-force death benefits under management, the firm specializes in tax analysis, savings strategies, and income and estate liquidity planning.
The firm prides itself on collaboration, working closely with clients' financial teams—including CPAs and estate planning attorneys—to develop tailored strategies that align with client interests. Their commitment to maintaining high-trust relationships is reflected in the positive testimonials from clients who appreciate their professionalism and thoroughness.
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