When it comes to retirement: "a dream without a plan is just a wish"
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 successful small 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.
Committed to Excellence
The team at Monarch Financial Advisors has been helping small business owners with all aspects of planning for the future. Our years of experience have taught us to always make your business success our priority.
We are ready to help develop your plan for success - from qualified plan design and administration, to nonqualified business solutions, to investment decisions. You have our unwavering support starting now, through retirement, and beyond.
Sue Burnett - Owner
FSA, EA, QKA, Independent RIA
Sue is a pension actuary with over 25 years of experience, attaining her FSA from the Society of Actuaries and her Enrolled Actuary designation from the Joint Board. She is also an Independent Registered Investment Adviser, and is licensed to provide life insurance and fixed indexed annuities in multiple states.
Sue founded Monarch Financial Advisors as a way to combine of her experience and credentials for small business solutions. Business owners looking for help with business planning, investments, and retirement can find all of that with Monarch. By having multiple choices for investments, pension plans, and insurance carriers, her advice is based solely on the goals and needs of the investor.
Sue is lives in Ohio with her husband Dan, and has two sons in college. She enjoys running with her dog Copley, and has completed an Ironman Triathlon in Chattanooga.
We are committed to partnering with small business owners to plan for their future. By combining your goals with our experience, we will create an understandable, straightforward pathway forward together, making sure that your business and your retirement are financially secure.
Our vision is to be the premier financial partner for successful small business owners by providing personalized recommendations, thoughtful and clear financial education, and an unwavering commitment to exceptional service.
Our Core Values