Monticello Financial Planners

MONTICELLO, IA

Financial Planners are in Monticello

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"... with the same guy all the time he can certanly do a good job. this guy is okay for never really using him, but he is very good. i would hire him again...."

"... level of my investments, especially in today's environment. my wife and i have moved additional funds to tom. my only regret is not having done so earlier. ..."

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Monticello Financial Advising Articles

8 retirement investment planning missteps to avoid

Some classic missteps in financial planning plague retirees. Calling them “mistakes” may be a bit harsh, yet whether they result from ignorance or fate, we need to be aware of them as we plan for retirement.

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

Don't get buried by funeral planning scams

The average funeral costs more than $4,000 - avoid costly mistakes and make sure your final investment is sound.

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Monticello Financial Planners Reviews

"... i are a little older with a very young family, tom takes the time to talk with us and work with us and answer all our dumb questions with solid advice without the pushy attitude of someone looking to "make a sale today". highly recommended...."