“The Retirement Savings Dilemma”

The Retirement Savings Dilemma

Jamie Monagan
Registered Representative
419-725-7377

PDF

Jamie Monagan joined Savage and Associates in 2002.

Specialties:

  • Traditional and Roth IRAs, Qualified Retirement Plans
  • Retirement Income Planning
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Protection and Transfer Strategies

Experience and Education

Jamie graduated from Fordham University in 1995 with a BS in Business Management. After graduation, he taught for four years at St. John’s Jesuit High School. He also did Global Outreach work in India, Guatemala, and the Dominican Republic in conjunction with Mother Theresa’s mission. After joining Savage, Jamie earned his Series 7 and 63 securities registrations and Life and Health Insurance license.

Personal and Interests

Jamie and his two children, Melanie and Max, live in Holland, OH. They are currently active members of St Joseph’s Parish in Sylvania. In addition to his interest in business development, investing, and serving as a Business Network International member, Jamie coaches basketball through St. Joe’s Parish and CYO.

Registrations and Designations

Securities Registered in IL, IN, MA, MI, OH, PA, WV

Securities Registration Series 7 and 63

Life and Health License