Sue Burnett – Founder
FSA, EA, QKA
Our business solutions help owners prepare for the future by ensuring the business continues to succeed, regardless of what the future brings.
Through wealth strategies, tax and business planning, and risk management, we can not only help the business thrive, but the business owner, too.
We help prepare for expected, or unexpected, changes in management through buy/sells, succession planning, and key-person funding.
Our experienced pension actuaries can assist with due diligence reviews of current retirement plans, as well as plan design and administration for new retirement plans.
Our custom-designed qualified retirement plans provide top-line deductions for your business, and focus on maximizing contributions and benefits for the owners.
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 individuals and 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.
FSA, EA, QKA
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.
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.