At Monet Owen Financial Group, your life and the impact of your finances on it are of utmost importance to us. Our unwavering commitment to your financial well-being is evident in the confident, holistic approach we take to wealth management.
HOW WE CAN HELP
Changing the path of our clients’ financial lives
Retirement Planning
Retirement planning is one of the most important things you can do for yourself and your loved ones.
Life Insurance
Life insurance isn’t what it needs to be and we encourage all of our clients to be educated on all of positive new advances that have been made.
Mortgage Protection
Homeowners and property owners alike put these policies to take care of their family.
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How we work
Monet Owen Financial Group is a financial service firm offering guidance and solutions on the most current options related to retirement planning, wealth management, and life insurance.
Plan for the FUTURE
Join us for an introductory meeting, where we can have a seat together and explore your vision of an ideal retirement.
Design a STRATEGY
Through our comprehensive planning process, we will assess your present financial status, analyze your risk profile, discover potential opportunities, and develop a long-term strategy tailored to your needs.
Protect your FAMILY
Insurance involves shifting the financial risk of life’s events to an insurance company. By implementing a well-thought-out insurance strategy, you can safeguard your family from the potential financial impacts of these events. This strategy encompasses personal insurance, liability insurance, and life insurance.
Invest in YOURSELF
While investing may seem straightforward – many of us struggle to adhere to simple guidance. However, there are principles and strategies available that can assist you in creating an investment portfolio aligned with your risk tolerance, time horizon, and goals. Familiarizing yourself with these can prevent falling into the traps that ensnare some investors.
What our clients are saying
