Financial Planning

Guidance, expertise and peace of mind.

Monarch Financial Group is ready to provide you with many levels of financial planning, from a simple review of your current financial situation to a comprehensive financial plan. We have accredited professionals that hold the Certified Financial Planner© designation to ensure you receive the industries best plan possible. Integrated financial solutions. Personalized service. One relationship.

Financial Planning Checkup

We require all new clients of the Monarch Financial Group to sit down and review their current financial status. This short, no-cost meeting helps us understand your needs and concerns and is the first step in the planning process.

Comprehensive Financial Planning Services

Let our Certified Financial Planner© (CFP©) put together a detailed professional financial plan for your retirement, college planning, or to plan for your inheritance. This fee-based service guarantees you will not be sold investment products based on commission structure or what is best for your investment advisor.

Securities and insurance offered through BI Investments, LLC, member NASD and SIPC. BI Investments is an affiliate of Monarch Bank. Monarch Investments, LLC is a subsidiary of Monarch Bank. Securities and insurance products: Not insured by the FDIC or any Federal Government Agency. May Lose Value. Not a Deposit of or Guaranteed by the Bank of any Bank Affiliate.