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(513) 502-2637 monarchfinancialadvisors@gmail.com
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Monarch Financial Advisors

Sue is an investment advisory representative with Core Investment Group, LLC, and is licensed to provide life insurance and fixed indexed annuities in multiple states. She is also a pension actuary with over 25 years of experience, attaining her FSA from the Society of Actuaries and her Enrolled Actuary designation from the Joint Board.

Sue founded Monarch Financial Advisors as a way to combine her experience and credentials for holistic financial solutions. Sue is independent from any proprietary products or any specific insurance agencies. This allows her access to a wide breadth of different investment options and insurance carriers, keeping her focus where it should be - on your goals, objectives, and dreams.

Sue graduated from Union College in Schenectady, NY with a major in Mathematics and minors in Economics and German. She lives in Ohio with her husband Dan, and has two sons in college. She enjoys running with her dog Copley, making wine, and has completed an Ironman Triathlon in Chattanooga.

Sue Burnett – Founder

FSA, EA, QKA

Our Mission

We are committed to designing understandable, creative, customized financial solutions that align with our client’s goals and objectives.

Our Vision

Our vision is to be the premier financial partner for individuals and business owners by providing personalized recommendations, thoughtful and clear financial education, and an unwavering commitment to exceptional service.

Our Core Values

Integrity
Excellence
Honesty
Dedication
Creativity
Compassion

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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