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Montedoro Financial, a financial partner of Integrity Marketing, is a comprehensive financial services firm that helps the soon to be retired and retired effectively plan for and prepare for life’s greatest journey. With connections to a nationwide network of qualified agents and top insurance carriers, we proudly follow the NAIC Best Interest Standard. We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Our focus is on empowering pre-retirees and retirees towards a safe, secure, and stress-free retirement. We are committed to guiding our clients through the intricate landscape of retirement income planning, protection, and wealth preservation by minimizing unnecessary risks. With a dedicated emphasis on financial literacy and strategic holistic planning, we strive to assist you in making informed and smart decisions that resonate with your goals.

Meet The Team
Learn More About
Our Financial Solutions

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Maximize Social Security Benefits
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Maximize Pension Benefits
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Guaranteed Lifetime Income Options
Retirement Income strategies

Tax Planning Strategies

Asset Protection and Reallocation

Testimonials

Annie P.
“ I had requested Cassie’s help when I realized I was overpaying on a policy for years. Cassie explained to me the different types of insurance and what I was eligible for at my age. She was able to get me back over $7000 and get me into a cheaper policy. I was able to pay off bills with the money I got back that I never would of without her help."
“ I recently lost my mother and had no idea If she had life insurance or who the company was. Luckily, 2 years ago Cassie saved her number in my mothers phone. It was a blessing that I called Cassie and she was able to walk me through the claim to pay for my mothers entire funeral and pay off her home."
“ In the hard to understand life and accidental Ins. Cassie Kowalski is the best their is in getting the right Ins. For your needs she'll explain every detail in full to where you'll understand what you have and is always there if you have any questions so call Cassie Kowalski for your insurance needs."
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