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Efficient Estates

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Opening hours

  • Sunday

    Day off

  • Monday

    8:00 AM - 7:00 PM

  • Tuesday

    8:00 AM - 9:00 PM

  • Wednesday

    8:00 AM - 7:00 PM

  • Thursday

    8:00 AM - 7:00 PM

  • Friday

    8:00 AM - 7:00 PM

  • Saturday

    12:00 AM - 12:15 PM

About the company

Efficient Estates provides annuity and life insurance strategies as financial solutions with an emphasis on generational wealth accumulation and sustainability.  All appointments are booked in central standard time.  Feel free to visit us at www.efficientestatesannuityandinsurance.com 

Our team

Efficient Estates: Monica C. Harris

Monica C. Harris, RDOG Founding Director

Monica C. Harris

Top services

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In-Person Offsite Meeting

60 min

Meeting in your home, place of business or mutually agreed upon location

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15-Minute Informational Call

15 min

Your initial meeting is a 15-minute telephone conversation. We'd like to make sure that you're in the right place. If you are, you'll schedule a Discovery Session. All times are in central standard time.

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30-Minute Conference Call

30 min

Our mission is to help our clients navigate through the intimidating and tedious process of comprehensive financial planning with the capstone objective to establishing and sustaining a foundation for generational wealth. We welcome and encourage c

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Discovery Session: Video/Conference Call

60 min

Efficient Estates uses annuity and life insurance strategies to solve financial problems with an emphasis on generational wealth accumulation and sustainability. http://www.efficientestatesannuityandinsurance.com All times are in central standard ti

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Discovery Session: In-Person Flossmoor

60 min

Efficient Estates uses annuity and life insurance strategies to solve financial problems with an emphasis on generational wealth accumulation and sustainability. http://www.efficientestatesannuityandinsurance.com All times are in central standard ti

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Discovery Session: In-Person Oak Brook

60 min

Efficient Estates uses annuity and life insurance strategies to solve financial problems with an emphasis on generational wealth accumulation and sustainability. http://www.efficientestatesannuityandinsurance.com All times are in central standard ti

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Annual Life Insurance Review: Video/Conference Call

90 min

All times are in central standard time.

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Is an Annuity Right for You? - No obligation consultation

30 min

This is a 30 minute interview style Q&A to help you determine if an annuity is a suitable financial vehicle for your current financial profile, short and long-term financial goals.

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Family Fund for The FIIRM Approach Clients

30 min

All times are in central standard time.

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RDOG Scholarship Roundtable Informational

30 min

Learn more about the RDOG Scholarship Roundtable: http://www.scholarshiproundtable.org and the RDOG Game of Life: http://royaldaughtersofgod.org/welcome

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Money Moves with Monica

30 min

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