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.
Monarch's CEO & Owner: Sue Burnett
Monarch Financial Advisors was founded in 2019 as a way to combine my retirement plan experience and my passion for helping and educating others. With over 30 years of experience as a credentialled pension actuary, I've helped businesses with anywhere between 1 and 50,000 employees figure out which of the nine retirement plan options is right for them, based on the business owner's own goals and objectives. As an independent insurance and investment advisor, I have access to multiple insurance companies and thousands of funds, allowing me to give recommendations and advice that's right for YOU, not limited by ME.
I grew up in upstate New York, and went to Union College in Schenectady, NY, where I played volleyball and graduated with honors with a BS in Mathematics. I can work with business owners nation wide, but I'm headquartered near Cincinnati, Ohio, where I live with my husband Dan - my two boys are grown and flown!
When I'm not meeting with business owners or playing with spreadsheets, you'll often find me running with my dog Copley, reading a book, or doing anything outside! I've done marathons, and an Ironman Triathlon, but the hardest thing I've ever done is to start my own business - and I wouldn't change a thing.
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.
Sue is very knowledgeable and her integrity level is outstanding. I do not hesitate to recommend her to anyone in need of her services.
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.
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!
Sue is very knowledgeable in her field and can offer small and medium sized business very smart affordable retirement plans.