The Importance of Investing
You’ve worked hard for what you have and deserve to have the future you want. Your financial future depends in large on decisions you make today. When you take the time to build a financial plan you are taking the first step in achieving your goals and we will be there with you every step of the way.
Developing an investment plan requires you to quantify your goals and could greatly improve your chances of achieving the retirement you have dreamed of. It could help maximize the chances of meeting the objectives in your financial plan that best aligns with your financial goals.
Regardless of the state of your current financial picture, it’s always a good idea review your financial plan and understand how it relates to your financial goals and be aware of the options you can take that can help your financial well-being.
Why Have a Financial Consultant?
Having the support and knowledge of a Financial Consultant may improve your chances of having a more secure future for you and your loved ones. We can help guide you through the process and navigate you through the steps you should be taking that best align you to reach your financial goals. You may even discover new opportunities that you didn’t think of or better understand the ones you do have and how you can improve them to better fit your specific needs.
Products and Services
- FINANCIAL PLANNING
- FIXED INCOME
- RETIREMENT PLANNING
- INSURANCE & ANNUITIES
- Fixed & variable annuities
- Life insurance, including Term Life, Universal Life, Variable Universal Life, Single Premium Life, Return of Premium Term, Universal Life with Long-Term Care Benefits
- Health insurance
- Disability insurance
- Long-term care insurance
- PRIVATE ASSET MANAGEMENT
- EDUCATION PLANNING
- ALTERNATIVE INVESTMENTS
- GLOBAL WEALTH SERVICES
- LEGACY PLANNING
Call Today to Schedule Your Complimentary Consultation
We invite you to visit with Bill Hall at our Hartland office or Brandon Neal at our Fairview office at no cost to you. They will answer important questions that can affect your long-term financial security. Individual services or comprehensive planning is available based on your preferences and comfort level. Contact Bill at 1.800.909.3432 or Brandon at 1.800.909.3420 today!
Already Investing with Monticello Wealth Management?
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name Monticello Wealth Management are in no way affiliated with or offered by Monticello Banking Company, nor is Monticello Banking Company a registered broker/dealer. Customers working with Monticello Wealth Management will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.