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Monotelo Advisors

The main thing that separates Monotelo Advisors from most financial service firms is that we start each relationship by seeking to increase your cash flow by addressing your short and long-term tax liabilities.

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Our five-step planning process is designed to help you create a financial plan with the optimal tax efficient strategies that help you meet your short and long-term goals.

Read our thoughts on managing your wealth.

Wealth Management Articles
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Beware of Hedge Fund Managers Bearing Gifts

"Do not trust the horse, Trojans. Whatever it is, I fear the Greeks even when they bring gifts."

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Retirement Planning

The Tax Cuts and Jobs Act has created a unique and time-sensitive retirement planning opportunity that will sunset in 2025.

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