Monica specializes in retirement planning and wealth management for individuals. She also works with business clients needing company sponsored retirement plans, group employee benefit plans and executive plans such as SIMPLE IRA’s, SEP IRA’s, 401k’s, Life insurance and Long Term Care.
For the past 6 years, Monica has been helping clients understand investing, investments and guiding them in making sound financial decisions based on an understanding of the risks and rewards. She takes her time to make sure each client’s questions are answered, fees are explained and they are comfortable with the how the investment works, its benefit to them and the amount of risk involved. She also uses financial planning tools to create a tailored plan for clients to follow when trying to reach their retirement goals. Then she monitors and adjusts the plan as necessary in different stages of life.
Monica is securities licensed with Series 7 and 66 in Oklahoma, Colorado, Florida, Texas, Oregon, Michigan, Missouri, Indiana, Pennsylvania and Virginia. She is also licensed in the state of Oklahoma for insurance.