Monotelo Advisors
Financial Services - Elgin, Illinois, United States
Monotelo Advisors Employees
Monotelo Advisors Details
Monotelo Advisors serves business owners and high-net-worth families who are in the accumulation phase or near retirement. Our tax and financial planning advice is designed to neutralize the primary enemy of wealth: the US tax code. Monotelo helps our clients order their affairs to minimize their short-term and lifetime tax liabilities through the use of charitable giving, deferred compensation, entity structuring, officer compensation, IRA conversion strategies and insurance planning when appropriate. Our objective: a financial plan that meets our clients's goals through the safe accumulation of their assets, the minimization of their lifetime tax burden and the optimal disbursement of their assets.
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