Efficient Estates
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Opening hours
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Sunday
Day off
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Monday
8:00 AM - 7:00 PM
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Tuesday
8:00 AM - 9:00 PM
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Wednesday
8:00 AM - 7:00 PM
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Thursday
8:00 AM - 7:00 PM
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Friday
8:00 AM - 7:00 PM
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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.comOur team
Efficient Estates: Monica C. Harris
Efficient Estates
Flossmoor
Efficient Estates: Monica C. Harris
Efficient Estates uses annuity and life insurance strategies to solve financial problems with an emphasis on generational wealth accumulation and sustainability.
Monica C. Harris, RDOG Founding Director
Efficient Estates
Flossmoor
Monica C. Harris, RDOG Founding Director
www.royaldaughtersofgod.org
Monica C. Harris
Efficient Estates
Flossmoor
Monica C. Harris
moneymoveswithmonica.com
Top services
In-Person Offsite Meeting
60 min
Meeting in your home, place of business or mutually agreed upon location
Efficient Estates
Flossmoor
In-Person Offsite Meeting
Meeting in your home, place of business or mutually agreed upon location
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.
Efficient Estates
Flossmoor
15-Minute Informational Call
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.
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
Efficient Estates
Flossmoor
30-Minute Conference Call
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 collaboration with estate planning attorneys, tax professionals, investment advisors, bankers and other pertinent disciplines to make our capstone objective a reality. http://efficientestatesannuityandinsurance.com/about-us All times are in central standard time.
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
Efficient Estates
Flossmoor
Discovery Session: Video/Conference Call
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 time.
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
Efficient Estates
Flossmoor
Discovery Session: In-Person Flossmoor
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 time.
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
Efficient Estates
Flossmoor
Discovery Session: In-Person Oak Brook
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 time.
Annual Life Insurance Review: Video/Conference Call
90 min
All times are in central standard time.
Efficient Estates
Flossmoor
Annual Life Insurance Review: Video/Conference Call
All times are in central standard time.
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.
Efficient Estates
Flossmoor
Is an Annuity Right for You? - No obligation consultation
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.
Family Fund for The FIIRM Approach Clients
30 min
All times are in central standard time.
Efficient Estates
Flossmoor
Family Fund for The FIIRM Approach Clients
All times are in central standard time.
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
Efficient Estates
Flossmoor
RDOG Scholarship Roundtable Informational
Learn more about the RDOG Scholarship Roundtable: http://www.scholarshiproundtable.org and the RDOG Game of Life: http://royaldaughtersofgod.org/welcome
Money Moves with Monica
30 min
Efficient Estates
Flossmoor
Money Moves with Monica
Reviews
1 reviews