Monopolize
Whether you’re preparing for retirement, growing a business, or seeking clarity on your financial future, Monopolize Financial Wealth is here to listen deeply, plan intentionally, and help you live life on your terms.
At Monopolize Financial Wealth, we believe financial planning should be personal, purposeful, and empowering. Founded by Edil Llanos II, CFP®, ChFC®, CIMA®, we are a boutique private wealth advisory firm committed to helping individuals, families, business owners, and retirees build lasting financial confidence through values-based, holistic planning.
We specialize in retirement planning, investment management, tax strategies, and legacy planning, with an education-first philosophy that puts your goals and values at the center of every decision. As fiduciaries, we prioritize transparency, trust, and always act in your best interest.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Orlando, Florida and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Asset Maximization
Our main objective is to assist you in navigating today’s complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your legacy. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.*
New Gen Retirement
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
Retirement Strategy & Risk
Our organization prides itself on providing retirement strategies to Orlando, Florida and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
*Disclosure: Our firm does not provide legal advice, and you should consult an attorney for such advice.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.