Mona Puch Financial Representative

Mona Puch Financial Representative Getting organized; it’s the crucial first step to see exactly where you stand financially and make improved financial decisions.

Check out this tool to get started today. https://www.livingbalancesheet.com/lbsVision/lite/RamonaPuch I value relationships based on trust and service as a financial professional. I empower families and business owners to protect and grow their wealth through financial guidance and education. To me, legacy and wealth are about more than money; it is time with the people you love, freedom to say y

es to the things you want to, and making an impact with what we have. After 14 years of protecting communities and families as a law enforcement officer, my intentional focus is living a life of faith, humble service, and purpose. I have a heart for veterans, First Responders, and families dealing with aging parents. I am involved in several community organizations and am especially passionate about big dogs and beach vacations. I have an associate’s degree in law enforcement, a bachelor’s degree in criminal justice, and am an M.DIV candidate at Liberty Univ. Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian.

The holidays can put a strain on your finances. Here’s how to help make gift-giving less stressful
06/01/2026

The holidays can put a strain on your finances. Here’s how to help make gift-giving less stressful

Stressed about the cost of gift-giving? You’re not alone. Here are some tips on how to be a savvier gift-giver.

If you’re a business owner, there comes a time when you think of handing over the reins to someone else. Are you ready —...
05/30/2026

If you’re a business owner, there comes a time when you think of handing over the reins to someone else. Are you ready — and is your business ready — for that change? It’s never too early to start strategizing succession and transition plans. Here ar

With proper preparation, you can position yourself, your employees, and the business you’ve built for continued success.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
05/25/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

FDIC insurance was designed to protect your deposited funds, but do you know how?
05/23/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Do you know the difference between a global mutual fund and an international mutual fund?
05/18/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

Worried your retirement savings won’t last as long as you need it to? Consider trying these simple steps to help you enj...
05/16/2026

Worried your retirement savings won’t last as long as you need it to? Consider trying these simple steps to help you enjoy the retirement you’ve been saving for and retire with financial confidence.

Retirement can be a source of stress but there are many things you can do to financially prepare for a long retirement

Thinking about an annuity for retirement income? Here are five things to consider before adding an annuity to your retir...
05/11/2026

Thinking about an annuity for retirement income? Here are five things to consider before adding an annuity to your retirement income plan.

Five things to consider before adding an annuity to your retirement income plan.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/11/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

How cool is it that the same God that created mountains and oceans and galaxies thought that the world needed one of you too.

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership...
05/09/2026

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership.

How to factor a home purchase into your long-term financial strategy.

When employees are stressed about money, they are distracted and less productive. Business owners can help solve this is...
05/04/2026

When employees are stressed about money, they are distracted and less productive. Business owners can help solve this issue with a financial wellness program.

When employees are stressed about money, they are distracted and less productive. Business owners can help.

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Fort Myers, FL
33912

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(651) 283-2962

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