What We Do
At Monarch Financial Consulting, we are in the business of helping people reach their goals. Individuals and families in every stage of life depend on us to provide a clear path toward wealth independence and peace of mind.
Founded in 1979, Monarch Financial Consulting is a family-owned and operated wealth planning firm located in Peoria Heights, Illinois.
Individuals and families spanning multiple generations rely on our experienced professionals to deliver independent advice and custom-tailored guidance. A strategic partnership with our team means that your comprehensive planning needs will not only be met, but exceeded. It means that a trust-based relationship will be formed and fostered, so that you may reach your personal and financial goals with the utmost confidence.
From core investment management, to general financial planning, to comprehensive wealth management - our expansive suite of services will support you in all stages of life.
With objectivity and understanding, Monarch Financial Consulting can help you:
- Manage your new portfolio as a young professional
- Select SIMPLE & SEP IRAs for your small business or corporation
- Secure your child’s future education with college planning
- Make sense of your 401(k) rollovers and annuities
- Ease the transition into retirement with strategic planning
- Plan a lasting legacy for current and future generations
- Gain peace of mind with Long-Term Care insurance
Throughout your life, you will encounter many peaks and valleys. Wherever you happen to be on your personal journey, a long-term partnership with Monarch Financial Consulting will guide you toward the achievement of financial wellbeing and success.
Give our office a call to learn more about how you can save for the future, retire on-time, and potentially enjoy a life free from financial hardship.