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(513) 502-2637 monarchfinancialadvisors@gmail.com
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About Our Insurance Solutions

You've worked hard to get your business to where it is, and you likely have a plan for the future of your business. But what if those plans go awry? What if the unexpected occurs to you, or another owner, or to a key contributor?

We help make sure your business remains successful, and your family remains financially stable, if things don't go according to plan.

Our independence, and experience, sets us apart from our competition. We are licensed with multiple insurance carriers, which allows us to find the best product with the best carrier at the best price. Our only focus is on you, and how to protect your loved ones and business going forward.

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Buy-Sell Insurance

If a business partner passes away, their shares pass on to their beneficiary. Buy-sell insurance protects the business, the remaining owners, and the deceased owner’s family during this challenging time by providing funding to the remaining owners, allowing them to buy back the shares from the beneficiary.

Key Person Insurance

Your business is relying on a key person for its ongoing success – but what if that person passes away? How long before you could hire and train a replacement? What about lost sales? Key person insurance provides funds to the business to help assure continued success during this challenging time.

Succession Planning

Successful transition of ownership takes years of planning, and requires commitment from both the current and future owners. What if one of them passes away unexpectedly? Life insurance on both parties provides financial assistance if plans suddenly change.

About Monarch Financial Advisors

We all have dreams for our future - for our business, for our retirement, for our family ... but how do you grab that dream and make it a reality? You plan for it. And we can help.

Monarch Financial Advisors was founded to help business owners plan and save for the future - for retirement, and for the unexpected along the way. We understand that your business is as unique as you are, so our solutions focus on you, your business, how you see your future, and what your retirement dreams are. Everyone has a dream for their future. We can help to make it a reality.

Sue Burnett – Founder

FSA*, EA*, QKA* (* retired)

Monica Catherine

Sue is a consummate professional who can explain pension plan options at a level you can understand. She is always available and a pleasure to work with.

Lars Dove

The actuary with a personality, Sue is a talented advisor who will give you numbers you can count on!!! Really enjoy working for clients with Sue, a true team player.

Kristine Morgan

Sue is very knowledgeable and her integrity level is outstanding. I do not hesitate to recommend her to anyone in need of her services.

Julie Yocum

Sue knows how to listen. She takes the time to find out what her clients REALLY want and creates a plan of action to help them achieve their dreams.

Dona Carlisle

Sue is VERY knowledgeable and focused. With her experience and determination to help she would be an asset to anyone who decides to work with her!

Chris Lee

Sue is very knowledgeable in her field and can offer small and medium sized business very smart affordable retirement plans.

Today Is The Perfect Day To Plan For Your Future

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