Products & Services
Products & Services
Insurance & Planning for All Stages of Life
Products
- Individual Health and Dental
- Chip’s personalized link to shop for United Healthcare health and dental insurance
- Group Health
- Long Term Care
- Disability
- Life
- Annuities
- Critical Illness
- Medicare Supplements
- Medicare Advantage Plans
Services
- Asset Protection
Cover all your bases so there are no gap areas that could deplete your assets in the event you are sick, hurt or can't work. - Asset Preservation
Preserving what you've financially built so you can pass on your financial legacy to your family and insure their financial security. - Asset Accumulation
Professional recommendations and guidance for insurance & planning for retirement.
Savings Analysis
- What's your NUMBER? How much capital do you need for a comfortable retirement?
- How much should you set aside each month to attain your NUMBER?
- Are your assets properly positioned?
- Are you making use of your pre-tax and after-tax income?
- What kind of savings do you need to reach your goal?
- Have you factored in the INFLATION FACTOR?
- What about the GAP?
- Are you taking advantage of tax-advantaged savings best suited to your needs?
Vulnerability Analysis
- Do you have a will?
- How much monthly income will your family need in the event of your death to continue on without financial interruption?
- If you are sick or hurt and can't work, how much monthly income does your family need to continue your current lifestyle?
- Could an illness wipe out your savings?
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
chip@monahanfinancial.com | 402-493-3917