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1-10 employees
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Financial Services
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2250 Point Blvd,Elgin,Illinois,United States
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Monotelo Advisors serves business owners and high-net-worth families who are in the accumulation phase or near retirement. Our tax and financial planning advice is designed to neutralize the primary enemy of wealth: the US tax code. Monotelo helps our clients order their affairs to minimize their short-term and lifetime tax liabilities through the use of charitable giving, deferred compensation, entity structuring, officer compensation, IRA conversion strategies and insurance planning when appropriate. Our objective: a financial plan that meets our clients's goals through the safe accumulation of their assets, the minimization of their lifetime tax burden and the optimal disbursement of their assets.
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Monotelo Advisors Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used Monotelo Advisors email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
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