Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.
At Pegasus Wealth Strategies, INC., we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, professional advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
Monica E. Lacey, RFC®, is the founder and president of Pegasus Wealth Strategies, INC. Serving clients in areas of wealth management for over 30 years, Monica brings an exceptional level of knowledge, sophistication, and a wealth of experience to her firm.
Having earned her bachelor’s degree in business and finance from DePaul University in Chicago, Monica went on to work at the Mid America Exchange and the Mercantile Exchange in Chicago prior to creating her own firm. Holding the Series 7, 63, and 65 securities registrations with LPL Financial, as well as various insurance licenses, Monica advanced her industry knowledge having successfully completed all six courses in the CFP® educational program.
Fascinated by the complexities of today’s markets, Monica uses her past professional experience to help her current clients manage their financial issues and attain a confident retirement. As an independent financial advisor and fiduciary by choice, Monica is held to a higher standard of care to her clients and has always believed in the “client first” philosophy.
Monica is an avid horse enthusiast, golfer, skier, and lover of all things outdoors. Monica splits her time doing business primarily in Illinois and Michigan where she enjoys living on her farm.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.