At Monson and Associates we help our clients create and grow wealth, protect their lifetime of savings, and plan on the distribution of those savings in the most tax advantageous way, both while living and at death. Our representatives are part of a unique group of agents whos' clients never lose money, never outlive their income, and continue to reduce their tax liabilities.
Through associations with other professionals, we can provide a comprehensive umbrella against loss from many of todays most pressing senior concerns. We have, or have access to, experts in Insurance, Financial Planning, C.P.A., Health Care, Real Estate, Reverse Mortgage, Medicare, Medicaid, Home Health Care, Nursing Home Placement, Personal Care Home Placement, Elder Law, Estate Tax Planning, Business and Estate Liquidators. If you need assistance from a plumbing problem to finding a new home, we have the resources to help you navigate through to a proper solution.
We have learned from years of experience that there is no monopoly on a good idea and that everyone deserves a second opinion. We offer that opinion at no cost to you.
Bryant Monson