Michael Baumeister's Contact Details

Michael Baumeister's Company Details

Monotelo Advisors

Elgin, Illinois, United States • 1 - 10 Employees
Financial Services

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.