Monument Group Wealth Advisors, LLC
Whether you work with our in-house team or bring in outside professionals, you can have confidence that the financial plan we build together will be implemented according to the plan.
While the plan will provide a detailed analysis in many areas of planning such as cash flow projections, retirement planning and financial independence scenarios, portfolio risk and return assessment, and family gifting program analysis, our objective is to help our clients:
• Enjoy and protect lifestyle
• Achieve financial comfort
• Plan for the expected and the unexpected
• Fulfill philanthropic goals
• Build a legacy and, over time, transition that legacy
• Avoid unnecessary expenses and red tape
To learn more about the service, and request a complimentary copy of the “Master Plan,” please contact us.