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VERIFIEDTom Morris
Monarch Financial Planning Partners
240 Leigh Farm Rd
Ste 400
Durham, NC 27707
919-401-0331
Planning for retirement is different.
About Monarch Financial Planning Partners
You have decisions in your financial picture, you're the CEO of your financial life. Your job is to take all these ideas and decisions and make sure there's no gaps or overlaps. You have an asset management, risk management, and tax management divisions in your business management. One question: when you think about your whole financial picture, when was the last time someone besides you saw the whole thing in one place?
Our team is going to do a deep dive on the whole picture and report back to you about what you're doing that's really well-aligned, and typically find a few areas to talk about. And more importantly, there are going to be some strategy things that you didn't know you didn't know.
At the end of the day, financial planning is not just about the numbers -- how much you have and how much you need -- but about why the things you want are important to you. We go into much, much deeper planning than the math alone would dictate because we want to help people live focused on the joy in their lives. It's about the finances supporting your life, not your life supporting the finances.
See Disclosures
General Information
Firm Start Year
2005
No. of Employees
5-9
CRD#
5052940
Firm CRD#
2881
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, 401K Rollovers
Services
Investment Types
Annuities, Bonds, Mutual Funds, Insurance, Commodities
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference, Your Office
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CLU®, ChFC®, RMA®, MBA, CASL®, RICP®
Securities Licenses
Series 7
Insurance and Annuity Licenses
Long Term Care, Variable Life, Variable Annuity, Life, Health, Annuity, Disability
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Flat Fee, Based on Assets, Commissions
Education
MBA -
Duke University-Fuqua School of Business
1988 -1990
Disclosures
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tommorris-nm.com/disclosure
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1890596/retirementplanning-Monarch-Financial-Planning-Partners-detailed-disclosure.html