© Blue Monarch Financial
Blue Monarch Financial empowers business owners to replace retirement anxiety with confidence. We deliver guaranteed income, market protection, and tax-smart strategies through a personalized blueprint, built to secure your retirement, your legacy, and your peace of mind.
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Secure Your Retirement Income Plans, Built for Business Owners Who Demand Certainty
Blue Monarch Financial is your strategic partner in retirement planning. We specialize in creating tailored income strategies for CEOs and business owners with $100K+ in assets, helping you move from hoping you can retire to knowing you will retire with confidence.
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At Blue Monarch Financial, retirement is not left to chance. It is carefully designed. We replace outdated, one-size-fits-all planning with a proven five-step process that accounts for taxes, health costs, longevity, and business realities. Our goal is simple: give you clarity and confidence, not guesswork. With us, you gain a true partner who builds a plan around your life, not a generic template.
WHY CHOOSE US
Personal Partnership
We build long-term relationships, guiding clients through every stage of retirement, not just delivering a one-time plan.
Proven Process, Not Products
Our focus is on strategy and guidance, not pushing financial products or quick fixes.
Clarity in Complexity
We simplify retirement decisions so business owners can act with confidence instead of being overwhelmed by numbers and jargon.
Blue Monarch Financial, based in Texas with offices across the United States and Puerto Rico, has built its reputation on guiding clients from uncertainty to confidence in their retirement journey. We specialize in working with CEOs and entrepreneurs who’ve built success and now seek clarity and assurance. Our core values, transparency, precision, and partnership, drive every plan we create. You deserve more than generic advice; you deserve a retirement blueprint tailored to your life and legacy.
HOW IT WORKS
Initial Consultation
Begin by providing us with some basic information on a short telephone call or secure virtual meeting
Custom Retirement Plan
We analyze gaps, then build your tailored retirement roadmap. Your journey goes from uncertainty to confidence- quickly.
Receive Your Income Roadmap
Get your plan, view projections, and tackle health, tax, and spending so you can take action.
OUR SERVICES
We provide targeted financial solutions to help you acquire the critical assets and capital needed to operate and expand your business.
Market-Protected Income Strategies
Tax-Advantaged Retirement Planning
Business Owner Succession Planning
Guaranteed Income For Life
ABOUT US
What is the highest annual spending level you can support through retirement without running short?
How do you sequence income sources (Social Security, business sale or cash flow, retirement accounts) to minimize taxes?
How do health issues or long-term care expenses affect your plan?
How do you protect your income from market volatility and inflation over 20, 25, or even 30+ years?
You get more than projections. You get a dynamic income map built on your assets, business, age, and retirement goals. We measure risk. We plan tax. We plan health. We plan clarity.
Blue Monarch Financial Disclosures
Licensed Financial Professional. Insurance and annuities offered through Brigette Engstrom, TX Insurance License #1342681