Broker Check

Choose an advisor that will help you reach your goals & protect your dreams.

When you need to make insurance and financial decisions, it's important to choose a professional with the experience and skill to make a difference in your life. You deserve the expertise and personalized service driven by an independent agent who represents a multitude of companies. You want to protect what is important to you - your family, your home, your finances and perhaps your own business.

Chip Monahan has been in the insurance business since 1995 and holds the designation of Life Underwriting Training Council Fellow (LUTCF).

About Chip

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Years of experience have prepared us to guide you through your life transitions.

How You Get There

We believe values matter, and we live by ours every day.

How We Can Help

Our mission is to serve individuals and couples in all areas of retirement planning/income planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to four major financial risks:

Market Risk
Withdrawal Rate Risk
Longevity Risk
Medical Expenses/ Long-Term Care Expenses

Learn more

Still Unsure? We Can Help

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