We create strategies tailored to your goals.
With independent services we put your needs first.
Understanding tax strategies helps build a holistic financial approach.
We enjoy building trusted relationships that span generations.
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.
At Pegasus Wealth Strategies, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, professional advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
One of our primary goals is to develop a long-term, trusting relationship with you.
Insights and understanding that can help you better define your financial objectives.
The knowledge and access to products to provide you excellent and cost-efficient protection.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a confident financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office.
*Monica serves clients in DuPage and Cook counties in Illinois as well as Oceana and Muskegon Counties in West Michigan.
*Monica has Various office locations in Illinois and Michigan - By appointment only