SERVICES

boy-with-pumpkin In this changing economy, financial security depends on many things: a sound savings program, adequate insurance protection, a well-planned investment strategy, and careful tax management and personalization. Our objective is to help you plan for and feel confident about your future.

What’s more, we believe that periodically reviewing your needs and goals is essential in ensuring that your investment strategies are keeping up with your changing circumstances. Regular reviews can help you plan for the financially secure future you deserve.

PERSONALIZED AND COMPREHENSIVE FINANCIAL SERVICES

Financial

We strive to help our clients reach their financial goals by providing comprehensive financial services, including but not limited to: retirement; estate and business planning; investment advisory services and portfolio management; education planning, fixed, variable, and indexed annuities; and much more. We offer a complimentary consultation for first time clients.

Insurance

We live in an uncertain world. Our insurance department will assist you in planning for the best, but prepared for the worst, so you can enjoy all of the great experiences life has to offer. We offer life, health, disability, and long-term care insurance. Our professionals are certified on the Affordable Care Act exchange.

Monaghan Investment Resources LLC

949 Whittier Hwy, Suite B, Moultonborough, NH 03254 | P: 603-476-7034 | F: 603-476-7038
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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Monaghan Investment Resources LLC are not affiliated.

This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, HI, KS, LA, MA, ME, NC, NH, NY, OH, PA, SC, TN, TX, and VT. No offers may be made or accepted from any resident outside the specifics states referenced. Insurance licenses held in FL, MA, ME, NH, PA, TX and VT.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

When you link to any of these websites provided herein, Monaghan Investment Resources LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

Monaghan Investment Resources LLC