Monarch Solutions Inc.
Monarch Solutions Inc., based in Southlake, TX, is dedicated to educating, inspiring, and protecting high net worth individuals, families, and business owners through comprehensive financial strategies. With a focus on tax analysis, wealth transfer planning, and income liquidity, the firm collaborates closely with clients' financial teams to deliver tailored solutions that enhance long-term financial security.
With $1.5 billion in force death benefits under management and 15 years of experience, Monarch Solutions specializes in providing exceptional service to clients, including foreign nationals, across the continental U.S. The firm prides itself on building trust and unity among clients and their advisors, ensuring a seamless approach to their financial planning needs.
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