Monotelo Advisors

At Monotelo Advisors, we believe there is a better way to help our clients secure their financial future. We can't be all things to all people. We choose to exclusively serve public servants so we know you better. The main thing that separates Monotelo from most financial service firms is that we don't start with our client's retirement accounts or their mutual fund holdings. Our goal is to start each relationship by immediately increasing our client's cash flow. By uncovering a few thousand dollars that they didn't even know about - money that was going to the IRS - we free up extra cash-flow that our clients can use to pay down debt or put away for retirement. By improving our client's cash flow, we give them hope for a brighter future; then we help them focus on their budget and savings plan so they can prepare for a secure retirement that is independent of their government pension.