Sue Burnett – Founder
FSA, EA, QKA
We work with you on financial planning over your lifetime - today, tomorrow, and beyond. From investment choices in the short term, to long term retirement income planning, our strategies focus solely on protecting you and your family when things go right, as well as when things don’t go according to plan.
Our independence, and experience, sets us apart from our competition. We have access to multiple investments from a variety of investment firms, and we are licensed with multiple insurance carriers.
This allows our focus to be solely on you and your needs, providing you with the best products with the best firms at the best price.
We help you create a strategy to last a lifetime by reviewing, updating, and forecasting your assets holistically. You’ll be able to view all of your financial information, and can create a vault to save and store important documents like wills or powers of attorney.
What if something unexpected happens along the way? How does this affect your family’s finances today, and down the road? Our strategies are structured so that your family is financially secure, regardless of what the future brings.
We can help set up and invest in a 529 plan for your child’s college education, and provide additional strategies to support them if college isn’t in the cards.
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.