We Solve The TAX PUZZLE
Enjoy the best of all worlds…
Protection, Growth and Tax Free Retirement Cash Flow,
Regardless what happens with the market, you will be happy and not worry about your retirement as we source the best income producing assets that eliminate any market declines.
Why A Bad Market Can Hurt Your Retirement!
One thing you should never have to worry about is running out of money during your golden years. But a bad market…even if it comes back… can drastically shorten your retirement….until you run out of money!
You Don’t Want Stress During Retirement!
We know how much stress and worry you experience when the market tanks. Our 30+ years of experience has allowed us to see many types of markets and learn how to manage them.
Learning from the bear markets caused by the OPEC Oil crisis in the 70’s, to a Prime Rate of 21.5% in 1980, and Market Crashes in 1987, 2000, 2008-2009 and 2020, our clients Relax and never worry about losing money or paying excess taxes.
Take Care of The Negatives
Any successful retirement plan needs proper risk management to assure you of maintaining the lifestyle that you want. We have many resources to fit your particular retirement plan needs.
Custom Financial Design
All of our clients know that a plane without a pilot will eventually crash. We purposefully ask the questions which will help us understand your values and goals. We then will craft a plan to help you succeed.
Implementation and Reporting
Once your plan is crafted, we will assist you in the implementation of the plan. You will also choose how often you would like to review your progress. After all, everyone is different, and each plan is unique to your needs.
Don’t take our word for it – here’s what our clients say:
I am extremely satisfied with the service and the invevstments I have with Munson Financial. I am glad to have them as my go-to company to protect my funds .
Bill S. Phoenix, AZ
Before I met the folks at Munson Financial, I was worried about the ups and downs in my portfolio. But now, with their help, I completely avoided any down market. I couldn’t be happier!
Greg T. Bismarck, ND
As a family, we are committed to our long term financial success. Munson Financial, specifically Darlene, has been instrumental by providing the right path for us to follow. We are very happy with her personal service and caring.