Work toward securing your financial future with Monumental Financial Planning

Reach the work-optional phase in your life and build a lasting foundation

  • ROBUST STRUCTURE

  • REASSURING SUPPORT

  • RESILIENT STRENGTH

Work toward securing your financial future with Monumental Financial Planning

Reach the work-optional phase in your life and build a lasting foundation

  • ROBUST STRUCTURE

  • REASSURING SUPPORT

  • RESILIENT STRENGTH

It’s not just about confidence for the future – but also for today.

Many people think their golden years come when they retire, but we want to help people achieve that now. Through sound advice and planning, our clients can relax knowing that they have a plan to work toward securing their financial future, and they can enjoy the present knowing they’ve prepared.

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How we help you pursue a solid financial future

financial

FINANCIAL PLANNING

FINANCIAL PLANNING

Pursue your financial goals and work toward securing your financial future. Our Complete Confidence Retirement Plan is a comprehensive approach to retirement planning that takes into account all aspects of your financial life. Together, we create a realistic plan that gives you complete confidence in your financial future.

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INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Every client is unique, and that’s why we take a personalized approach to managing your portfolio. We work closely with you to understand your specific investment goals, risk tolerance, and time horizon. When you trust us to manage your investments, you can feel confident knowing that you’re in good hands.

estate

ESTATE PLANNING

ESTATE PLANNING

Talking about end-of-life arrangements can be uncomfortable, but it’s important to have a plan in place. We can partner with your attorney for a holistic view to help provide our clients with the confidence that their wishes will be carried out as intended.

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LONG-TERM CARE & HEALTH PLANNING

LONG-TERM CARE & HEALTH PLANNING

Even if you’ve planned well for retirement, a major life event or illness can disrupt everything. Prepare for the unexpected and ensure that you have access to the care you need. Don’t let unexpected health issues derail your retirement plans – let us help you prepare for the future.

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TAX PLANNING

TAX PLANNING

When it comes to financial planning, taxes are a critical piece of the puzzle that can’t be overlooked. We work with you in an effort to minimize your tax liability and maximize your savings. Have confidence knowing you’re keeping more of your hard-earned money.

Monumental Financial Planning

Seeking a better night’s sleep
and financial future.

In today’s uncertain times, it’s easy to feel overwhelmed and confused about your financial situation. With all the noise and conflicting information out there, it can be tough to know where to turn for guidance. That’s why we’re here to help. Our team of financial experts is dedicated to cutting through the noise and providing clear, concise guidance that will help you move forward with confidence.

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EXPERTISE

With our years of experience in the industry, we have the knowledge and expertise needed to guide you through life’s uncertainties.

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LONGEVITY

You’ll have stability and longevity with our team of young, dynamic professionals who are passionate about seeing your financial success.

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PERSONALIZED

We believe in building a direct and personalized connection with our clients and develop a customized plan that works for you.

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RESPONSIVE

We value clear communication and timely response. Our team is always available to answer your questions and provide support when you need it.

Chairman's Club badge-2019
Chairman's Club badge-2020
Chairman's Club badge-2021
Chairman's Club badge-2022
Chairman's Club badge-2023

John Cortale was honored as one of LPL Financial’s Top Financial Advisors

Chairman’s Club is awarded to less than 4% of the firm’s more than 22,000 financial advisors nationwide.

* The achievement is based on annual production among LPL Advisors only.
Chairman's Club badge-2019
Chairman's Club badge-2020
Chairman's Club badge-2021
Chairman's Club badge-2022
Chairman's Club badge-2023

Monumental Financial Planning are honored as one of LPL Financial’s Top Financial Advisors

Chairman’s Club is awarded to less than 4% of the firm’s more than 22,000 financial advisors nationwide.

* The achievement is based on annual production among LPL Advisors only.

Monumental Financial Planning is striving to earn your trust

At Monumental Financial Planning, we understand the importance of building trust with our clients. As a fiduciary, we operate with loyalty, good faith, and undivided attention toward our clients’ needs. We provide a transparent, ethical, and trustworthy environment that fosters strong relationships with our clients. We only do better when our clients do better. We are committed to working toward your financial success and will work tirelessly to ensure that your plan is working toward achieving your goals. When it comes to choosing an advisor who relentlessly prioritizes your interests and guides you towards financial success, make Monumental Financial Planning your only choice.

Three simple steps to work toward building financial freedom that seeks to stand the test of time.

DISCOVER

We will meet to understand more of your goals and aspirations. When we have a better understanding of your objectives, we can develop a plan tailored to you.

DESIGN

We will then design an investment strategy and create a financial roadmap for you that is engineered from the ground up in an effort to stand the test of time.

DELIVER

We will stay in close contact with you periodically, making sure your plan is kept up to date and reflective of the markets and any life changes that have occurred.

Words from our clients who are building a legacy of financial freedom.

I ultimately chose Monumental Financial.

“After interviewing four different financial advisors to guide me through the retirement process, I ultimately chose Monumental Financial. Four years later, I can confidently say that it was the right decision. The stock market’s volatility, especially for a new retiree, can be quite unsettling. However, every time I reached out to the founder, John Cortale, he was consistently responsive and provided reassurance regarding my long-term financial security, even in the face of the pre-loaded recession built into my plan.”

LaTasha C.

John and his team did a fantastic job!

John and his team did a fantastic job creating a customized financial strategy to meet my short-term and long-term goals. Since joining Monumental Financial Planning, I no longer worry about my financial future.”

Adalena O.

John and his team are a wonderful group to work with.

John and his team are a wonderful group to work with. We don’t sweat the ups and downs or worry about the latest market developments. They are professional, but yet, very personable.”

Bob & Terri M.

I trust John Cortale and the LPL team, period.

“Many Wealth Advisors wanted my business; however, John Cortale earned it. I have referred many former colleagues and friends to Monumental Financial Planning. I trust John Cortale and the LPL team, period.”

Icy B.

​This statement is a testimonial by a client of the financial professional as of 01.12.2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Planning your financial future on a spreadsheet is not a good long-term plan.

Despite the abundance of online resources, managing your finances solo can result in critical errors. That’s where professional services like Monumental Financial Planning come into play. Our expertise helps you to work toward attaining your financial objectives while avoiding potential missteps.

We offer a comprehensive perspective on your accounts and investments, giving detailed attention to help prevent oversights. Our holistic strategy can help you sidestep challenges and discover potential untapped avenues for growth.

Avoid financial missteps by partnering with Monumental Financial Planning. We offer tailored solutions fitting your unique needs. Reach out to us today to begin your journey to work towards financial success.

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FREE ASSESSMENT:
What’s Your Financial Risk Score?

This tool will help you understand your personal risk tolerance and give insight into whether your portfolio is properly managed to match. Have assurance and gain confidence knowing that you are taking the right financial risks and that you have a plan for your money being there when you need it.

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