LIVE LIFE ON YOUR TERMS

Flat-fee retirement planning & financial management services.

person

Personalized
Service

check

Custom
Investment Plans

award

Professional
Fiduciary

money

Sensible
Flat Fees

LIVE LIFE ON

YOUR TERMS

Flat-fee retirement planning &
financial management services.

It starts with a 15-minute no-obligation consult.

person
check
award
money

Personalized
Service

Custom
Investment Plans

Professional
Fiduciary

Sensible
Flat Fees

SOUND ADVICE. SENSIBLE FEES.

Most advisors charge a fee based on a percentage of your total assets, so the more money you have, the more they charge.

If your portfolio is over $500k and you’re paying more than $5000 annually you may be paying too much.

Your investments are real money. At Monson Wealth Management we provide sound advice and professional service for a sensible flat fee, so you keep more of your hard earned money.

The Monson Wealth Management

Flat-Fee Program

You want good advice, professional service, and a good return on your investments, but you don’t want to spend more than you have to on wealth management services. 

Here’s what it looks like to work with Monson Wealth Management:

1.

Discovery

We meet to get to know you, your questions, your concerns, your assets, and your retirement goals. We want to understand what life on your terms looks like.

2.

Recommendations

We meet again to present a plan for a path forward. We will explain where you are now, prioritize what to do next, and how we will work together to achieve your goals.

3.

Action

Once you decide to have an ongoing relationship with us, we will help you get organized, guide you through next steps, and schedule regular meetings to monitor progress.

4.

Flat Fee

You will pay an annual fee of no more than $5000 for ongoing investment management and holistic financial planning services.

eldonmonson

KNOWLEDGE + EXPERIENCE

You want to be smart with your money. When you’re feeling overwhelmed by decisions about the best path forward you need an advisor you can trust.

We have a history in the community and have been helping people fund their retirement since 2000. We are more than just an asset management firm, we are your ongoing financial guide. As a fiduciary we have a legal and ethical obligation to do what is in your best interest. We create a plan to fit your needs, priorities and values. We are not motivated by high-commission products or fees that benefit us instead of you.

We are here to help you make the most of your retirement and have confidence in your family’s future.

FPA_ProudMember_RGB_Horz
Print
XYPNColor_Version
SmartVestor Logo

Holistic service.
One annual flat-fee.

We make it simple by providing all of the financial advising services you need under one roof.

Don’t overpay for wealth management services

Retirement income planning

Social security maximization

Portfolio management

Rebalancing

Asset allocation

Tax-loss harvesting

Cash-flow planning

Insurance review & planning

Estate review planning

The Monson Way

We know that trust has to be earned. That is why we always treat you and your time with the respect you deserve.

At Monson Wealth Management we are:

Fair

You will get sound advice and professional service for a sensible fee.

Selfless

As a fiduciary we always do what is in your best interest.

Personal

You will always talk to a real person, not a phone tree.

Clear

We make sure you understand what you’re invested in, and why.

Responsive

We answer your phone calls and emails and answer all your questions.

Live Life On Your Terms

Whether you want to travel more, do things you’ve always wanted to do, or just spend more time with the grandkids, we want to be your guide to help you get there.