Financial Planning

Financial Planning Services Monaghan

Feeling lost in the financial tangle? We can be your guide! At O’Doherty Agnew & Co Ltd in Monaghan, we offer a comprehensive roadmap to navigate the complexities of managing your money. We understand the intricacies involved, which is why our tailored financial planning services are designed to empower you to achieve your long-term financial goals.

Together, we’ll come up with a personalised approach and strategy to help you:

Financial Planning Text on Keyboard
  • Build a Secure Future: Develop a diversified investment portfolio, explore tax-saving strategies, and maximise your retirement savings.
  • Protect What Matters Most: Implement a risk management plan with appropriate insurance coverage.
  • Plan for Every Stage: Whether it’s education funding for your children or a comfortable retirement, we’ll help you chart a course for success.
  • Manage Your Debt Effectively: Create a personalised budget and explore debt repayment strategies to achieve financial freedom.

We’ll be with you every step of the way, offering ongoing support and clear explanations to empower you to make informed financial decisions.We can help you with:

  • Investment Planning & Portfolio Management

We craft personalised portfolios aligned with your risk tolerance and goals, including stocks, bonds, and alternative investments. We continuously monitor and adjust to optimise your investments.

  • Retirement Planning

Maximise your retirement income with strategies like maximising employer contributions and developing effective investment plans.

  • Risk Management & Insurance

Identify and mitigate financial risks with appropriate insurance coverage (life, disability, critical illness) to protect your loved ones and financial security.

  • Estate Planning

Ensure your assets are distributed per your wishes through will creation, trusts (if needed), and tax minimisation strategies.

  • Tax Planning Strategies

Develop tax-efficient plans to minimise your burden and maximise after-tax income through investment options, deductions, credits, and accurate tax filing.

  • Budgeting & Debt Management

Gain control of your finances with personalised budgets and effective debt management strategies including repayment plans and consolidation (if applicable).

  • Education Funding

Explore education savings plans, scholarships, and grants to ensure your children have the resources for higher education.

Benefits of Choosing O’Doherty Agnew & Co Ltd for Your Financial Planning:

  • Holistic Approach

We take a comprehensive view of your financial picture, ensuring all aspects are considered when developing your plan.

  • Experienced & Certified Advisors

Our team holds the necessary qualifications and experience to provide you with sound financial guidance.

  • Ongoing Support

We’ll be with you every step of the way, offering continuous guidance and support as your financial circumstances evolve.

  • Clarity & Transparency

We’ll explain complex financial concepts in a clear and understandable manner, empowering you to make informed decisions.

Embark on a new business venture.

We provide a variety of services to help you with your business formation process: 

  • Business Formation & Entity Selection

Don’t allow the complexity of beginning a business to set you back. We’ll guide you through the process of choosing the right business entity (sole trader, partnership, limited company) that aligns with your specific needs and goals.

  • Business Plan & Financial Projections

Craft a compelling business plan that outlines your vision, strategy, and financial roadmap. Our team can assist you in developing realistic financial projections to secure funding and track your progress.

  • Cash Flow Management & Funding Solutions

Ensuring sufficient working capital is crucial for any business. We’ll help you manage your cash flow effectively and explore financing options to support your venture’s growth.We understand that every business is unique. That’s why we offer a flexible approach to accounting services, catering to your specific needs. Whether you require comprehensive bookkeeping or assistance with specific tasks like payroll or tax preparation, our experienced team is here to ensure your financial records are accurate and up-to-date.

Take Control of Your Financial Future

Contact O’Doherty Agnew & Co Ltd in Monaghan today. Schedule a consultation to discuss your financial goals and discover how our personalised financial planning services can help you achieve financial security and peace of mind. Together, we’ll chart a course towards a brighter financial future!

Frequently Asked Questions about Financial Planning Services in Monaghan

Do I need a financial advisor in Monaghan?

While not everyone requires a financial advisor, it can be incredibly beneficial, especially in areas like Carrickmacross, Castleblayney, Clones, and Ballybay.  A qualified advisor can help you navigate complex financial decisions, develop a personalised plan for your goals, and ensure you’re on track for financial security.

What are the benefits of using a local financial advisor in Monaghan?

Local advisors in Monaghan, like those at O’Doherty Agnew & Co Ltd, understand the unique financial landscape of the area, including local tax implications, cost of living, and potential investment opportunities.  This local knowledge can be invaluable when crafting a personalised financial plan.

How much does a financial advisor cost in Monaghan?

Financial advisor fees can vary depending on the complexity of your needs and the services provided.  O’Doherty Agnew & Co Ltd offers a free consultation to discuss your situation and fee structure.

I'm approaching retirement in Castleblayney. What can a financial advisor do for me?

A financial advisor can help you maximise your retirement income by analysing your current savings, exploring options like employer pensions and IRAs, and developing investment strategies for your retirement funds.

My spouse and I want to start saving for our children's education in Ballybay. What are some options?

A financial advisor can help you explore various education savings plans, scholarships, and grant opportunities available in Ireland. They can also advise on the best strategies to save and invest for your children’s future education, considering factors like time horizon and risk tolerance.