• Who We Are
    • Meet Our Team
    • Our Sister Company
  • What We Do
    • Investment Management
    • Financial Planning
  • Educational Resources
    • Financial Topics
    • Financial Calculators
    • Helpful Links
  • Get in Touch
  • Client Center
    • Schwab Login
    • Financial Dashboard Login
  • Skip to main content
Planning for Wealth, LLC

Planning for Wealth, LLC

Fee Only Wealth Management firm in Louisiana

  • Who We Are
    • Meet Our Team
    • Our Sister Company
  • What We Do
    • Investment Management
    • Financial Planning
  • Educational Resources
    • Financial Topics
    • Financial Calculators
    • Helpful Links
  • Get in Touch
  • Client Center
    • Schwab Login
    • Financial Dashboard Login

Montez Fairchild

Montez Fairchild Headshot

Montez Fairchild

Retirement Plan Consultant

Montez joined the firm in 2004 to assist in the Plan Administration and Retirement Planning area. She has over 20 years experience in employee benefit administration, beginning as an administrator in the trust department of a local bank and later serving as Vice President and Trust Officer. Her experience includes all phases of plan administration including plan design, participant education, compliance reporting and marketing.

Montez and her husband, Bill (Sonny), live in Monroe. Their son Mark, daughter-in law Marcee and grandchildren Ian, Megan and Erin, live in Bechhoven, Germany. In addition to planning trips and traveling to Germany, Montez enjoys reading, needlecrafts and decorative painting.

Education:

  • Tioga (Louisiana), Class of 1965
  • General Studies University of Louisiana Monroe
  • Employee Benefits School (University of North Carolina), 1992
  • Cannon Financial Institute, 1992
  • Numerous Continuous Education Courses in all areas of Plan Administration

Certifications:

  • Louisiana Notary Public commissioned in 1986

← Back to Team

1900 Roselawn Avenue
Monroe, LA 71201

383 Highlandia Drive
Baton Rouge, LA 70810

Monroe: 318-340-0324
Baton Rouge: 225-938-0608
info@pfwllc.com

Schedule a Meeting

Who We Are

  • Meet Our Team
  • Our Sister Company

What We Do

  • Financial Planning
  • Investment Management

Educational Resources

  • Financial Calculators
  • Helpful Links

© 2023 Planning for Wealth
View Disclosures