Product and Services

 

 

At Monolithe Wealth Planning Group, we provide assistance in the following areas:
   

Comprehensive Planning Services
  • Financial Planning
  • Retirement Planning
  • Estate and Trust Planning
  • Investment Planning
  • College Planning
  • Business Planning

Account Types
 

Corporate:

  • 401(k) Plans
  • Defined Benefits Plans
  • SIMPLE IRA’s
  • Corporate 529 Plans
  • Key Man Insurance
  • Group LTC

Individual

  • Rollover IRA’s
  • Traditional/ROTH IRA’s
  • Beneficiary IRA’s
  • SEP IRA’s
  • SOLO K’s
  • Trust Accounts
  • Joint Tenant Accounts
  • Individual Accounts
  • 529 Accounts
  • Coverdell ESA’s
  • UGMA Accounts

Investment Management Services
  • Customized Portfolios
  • Mutual Funds
  • Stocks and Bonds

 
  • Separate Account Money Management
  • Alternative Investments (REIT’s, Privated Equity, 1031 Exchanges, Variable and Fixed Annuities, Structured Notes)

Family Protection
  • Life Insurance Analysis
  • Wealth Replacement
  • Disability Income
  • Long Term Care

Wealth Management Tools