Clients We Serve
Life Transitions
We help our clients deal effectively with life's expected and unexpected transitions such as retirement, sale of a business, divorce, inheritance or loss of a spouse.
Executives & Entrepreneurs
We help our clients with their complex planning needs by gaining an understanding of their objectives and providing integrated services to address those needs.
Late Career & Retirees
We help a broad range of clients including those that are close to or in retirement and who are looking for an objective, professional sounding board.
Young Families
It is never too early for families to begin the planning process. We help young families design a plan that is based on their unique circumstances.
Integrated Financial Life Planning
Life is often fast moving and complex. At Monument, we believe it’s important to take a step back from the everyday and think together about how to improve upon current plans or layout a new course of action. We believe the key to having peace of mind begins with the planning process. Our team asks the right questions, and helps clients ask the right questions, in order to develop a plan to achieve what matters most.
Estate Planning
Education Funding
Cash Flow Projections
Retirement Planning
Portfolio Risk & Return Assessment
Disciplined Investment Strategy
Monument’s philosophy is that investing can be simplified and made straightforward. By ignoring the noise and focusing on key investment concepts, we help our clients become informed investors.
978.369.7705