Sue Burnett – Founder
FSA*, EA*, QKA* (* retired)
About Our Retirement Plan Solutions
Our retirement plan solutions help owners that are looking for more - more deductions, more retirement contributions, and more options.
With over 30 years experience in retirement plan design, our focus is on providing strategies that align with your business, financial, and retirement goals.
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 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.