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Monotelo (translation: One Mission)

The name Monotelo comes from two Greek words “Monos” (meaning ONE) and “Telos” (meaning MISSION or PURPOSE).

We have one mission at Monotelo: To make a difference with meaningful and actionable financial solutions that positively impact our clients’ lives.

Whether it’s something as basic as a tax return that increases a family’s cash flow to help get their kids through college, or something as complex as a structured financial vehicle that helps a wealthy entrepreneur retain a higher percentage of their earned income, we exist to make a difference and positively impact people’s lives.

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.