Monarch Financial Advisors

Firm overview

Monarch’s business solutions help owners reduce taxes, increase retirement savings, and reduce the financial risk resulting from unexpected management changes. Through our customized qualified retirement plans, we provide substantial top-line deductions for the business, and maximize retirement benefits for the owners and key employees. Through our business continuation strategies, we provide financial security for the owners, their families, and their business, through buy/sell and key-person funding. 

Products and/or services

Monarch Financial Advisors designs customized qualified retirement plans to providing top-line business deductions, and owner contributions far in excess of an IRA or a 401(k). From the initial plan design to the termination of the plan and distribution of assets, we provide advice and guidance with regard to the type of plan, contribution amounts, and investment options, focusing solely on the business owners’ goals and objectives.

In addition, we provide funding options to protect the business in the event of unexpected management changes resulting from death or disability. We are licensed in multiple states, with multiple insurance carriers, allowing us to find the right product at the right price with the right carrier.  

There is no cost for any proposals or illustrations, and any proposal can be done ‘blind’ (ie without the company name, or any of the employees’ or owners’ names provided)

Past/current involvement with the Goering Center

New member and new to the Goering Center

Special offer for Goering Center Core Members

For core members, we would be happy to visit their office and provide a 1-2 hour education session for the management team / key personnel about retirement plans, business continuation funding options, or both. We would provide the pros and cons of each option, and case studies of other organizations and the strategies they chose. 

Contact information

Primary contact: Sue Burnett
940 Paul Vista Drive
Loveland, OH 45140

Firm founded: 2019