Welcome, I'm Mona Puch

Recruiting Director & Financial Advisor

How cool is it that the same God that created mountains and oceans and galaxies thought that the world needed one of you too.

About.

I am committed to attracting talent in the financial services industry and encouraging people to be the best they can be. Some succeed because they are destined to… but most succeed because they are determined to. (van Dyke) From career changers who feel financially or intellectually stagnant, to experienced advisors seeking to take their practices to the next level, I bring people and resources together as they take the next steps in their career journey. In addition to connecting with and developing advisors, I value relationships based on trust and service as a financial professional. I empower families and business owners to protect and grow their wealth through financial guidance and education. To me, legacy and wealth are about more than money; it is time with the people you love, freedom to say yes to the things you want to, and making an impact with what we have. After 14 years of protecting communities and families as a law enforcement officer, my intentional focus is living a life of faith, humble service, and purpose. I have a heart for veterans, First Responders, and families dealing with aging parents. I am involved in several community organizations and am especially passionate about big dogs and beach vacations. I have an associate’s degree in law enforcement, a bachelor’s degree in criminal justice, and am an MBA candidate at FGCU.

Alliance Financial Group

We protect and provide for what you care about most.

11,000+²

Clients

$6.7 Billion

Protection In Force

$1.6 Billion

Assets Under Administration²

States Serviced

Our history dates back from 1987 - as one of the first financial planning firms in Southwest Florida. We began and continue our mission with one goal - to protect your family should the worst happen, and provide the greatest service to your legacy. SUPPORTED BY THE STRENGTH OF GUARDIAN® - a mutual company. As a Fortune 250 company, The Guardian Life Insurance Company of America, has been helping people protect their future and secure their lives for more than 155 years with an A++ Financial Strength Rating.1 Guardian is one of the largest mutual insurance companies in the country serving 27 million people every day. With some of the most extensive products in the business, our clients enjoy a suite of benefits alongside some of the strongest dividend returns in the industry.

Quick Links

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Services

Asset Protection

Trusts, life insurance, annuities, LLCs, proper titling, and homestead exemptions help shield wealth from lawsuits and creditors. Florida-based strategies, umbrella coverage, and retirement accounts work together to preserve your legacy and long-term financial security.

Business Planning

Clear goals, strategies, and action plans guide how a business is run, grown, and eventually sold. Business planning aligns operations, financial projections, market analysis, and risk management to address challenges, seize opportunities, and support long-term growth.

Cash Flow Strategy

A cash flow strategy organizes income to create stability and consistent savings. Funds are directed into a Wealth Building Account to save automatically, manage cash reserves, cover expenses, and support long-term goals without relying on strict budgeting.

Insurance Planning

Insurance planning begins with utilizing our proprietary software, The Living Balance Sheet, to calculate your human life value. With many types of products in the marketplace, through proper planning we can provide the protection without changing your lifestyle.

Tax Mitigation Strategy

Tax mitigation strategy designs personalized plans to help minimize taxes using deductions, credits, 401(k) and Cash Balanced Plans. We analyze finances, maximize retirement contributions and use tax‑efficient investments to help you preserve wealth.

Income Protection

Disability insurance protects your ability to earn an income. Group coverage may fall short, so we help clarify policy definitions, compare group and individual options, select benefit periods, and ensure income continues in the event of illness or injury.

Estate Planning

Estate planning helps ensure property and investments pass to your chosen heirs. We coordinate with your CPA and attorney to create wills, trusts, powers of attorney, and healthcare directives while reducing taxes, probate, and planning for guardianship.

Long Term Care

Long-term care planning prepares you for extended health needs. Planning earlier helps keep premiums lower, since Medicare doesn’t cover custodial care. Coverage can support home care, assisted living, or nursing care based on your health, lifestyle, and finances.

Investment Management

We focus on disciplined saving and long-term compounding while managing risk. Personalized strategies, behavioral guidance, and access to institutional managers help navigate stocks, bonds, real estate, ESG, and tax considerations beyond one-size-fits-all robo-advisors.

Retirement Planning

Retirement planning at our firm helps you start early, weigh when to retire, optimize profit-sharing, defined benefit plans, integrate Social Security, long‑term care and estate planning to secure a comfortable future.

Portfolio Based Lending

Collateralize your investments and the cash value of your life insurance without selling assets or triggering tax implications. Access credit quickly and flexibly for personal or business ventures. This allows you to take advantage of opportunities.

Executive Benefits

Executive benefits reward and retain key employees via defined benefit pensions, deferred compensation, bonuses and multi‑life disability coverage. Packages include key person insurance and buy‑sell agreement funding to protect the business if a vital partner dies or leaves.

Locations

Alliance Financial Group

14021 Metropolis Ave, Fort Myers, FL 33912, United States

Alliance Financial Group

10001 Tamiami Trl N, Naples, FL 34108, United States

1. These quick facts are calculated as of December 31st, 2024. Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts. 2. Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. 1. Ratings as of 12/2024 and are subject to change. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

Financial Representative, The Guardian Life Insurance Company of America® (Guardian), New York, NY. Alliance Financial Group is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 146569 Exp 2/27

A Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912 (239) 561-2900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS. PAS is a member FINRA, SIPC. 7612450.1 Exp 2/27

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