Monumental strategies meet LPL’s exceptional tools

Secure, Maximize, Thrive – A partnership designed for your financial well-being.

  • PERSONALIZED PLANS
  • EXPERT GUIDANCE
  • PROVEN RESULTS
Monumental Financial Planning LPL financial

Monumental strategies meet LPL’s exceptional tools

Secure, Maximize, Thrive – A partnership designed for your financial well-being.

  • PERSONALIZED PLANS
  • EXPERT GUIDANCE
  • PROVEN RESULTS

Aligning with LPL Financial to Empower Your Financial Destination.

At Monumental Financial Planning, we’ve chosen LPL Financial as our partner to bring you unparalleled financial planning expertise. Together, we navigate your unique financial landscape, offering a combination of Monumental’s personalized approach and LPL’s comprehensive suite of resources.

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Creating Your Financial Blueprint for a Life Well Lived

Your Path to Financial Wellness Begins Here

Navigating the complexities of the financial world can feel overwhelming. This is why Monumental Financial Planning, in alliance with LPL Financial, has designed a sound process to streamline your financial life and pave the way to work toward a secure, fulfilling future.

Here’s how we bring the solution to you:

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PERSONALIZED CONSULTATION

PERSONALIZED CONSULTATION

Your journey starts with a one-on-one meeting where we listen to your needs, aspirations, and concerns. This is the cornerstone for creating a financial plan tailored exclusively for you.
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STRATEGIC FINANCIAL PLANNING

STRATEGIC FINANCIAL PLANNING

Leveraging LPL Financial’s personalized market research, we devise a comprehensive financial plan that aligns with your life goals, whether it’s buying a home, securing your children’s education, or planning a comfortable retirement.

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INVESTMENT STRATEGY

INVESTMENT STRATEGY

Utilizing LPL’s wide array of investment products and services, we craft an investment portfolio that fits your risk tolerance and financial objectives. Your money will be working for you, rather than the other way around.

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FIDUCIARY OVERSIGHT

FIDUCIARY OVERSIGHT

When providing financial advice, our fiduciary responsibility ensures that every decision made is in your best interest. From transparent fee structures to prudent investment options, your financial well-being is our primary focus.

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PROGRESS MONITORING AND ADJUSTMENTS

PROGRESS MONITORING AND ADJUSTMENTS

Life is unpredictable. Our periodic check-ins and financial reviews ensure that your plan evolves with your circumstances, keeping you on track towards your goals.
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CLIENT EDUCATION AND EMPOWERMENT

CLIENT EDUCATION AND EMPOWERMENT

We believe in empowering our clients through knowledge. Our continuing education resources, retirement planning services, and timely market insights keep you informed and confident in your financial decisions.
Monumental Financial Planning Team

A Powerful Alliance for Your Benefit

Our alliance with LPL Financial, the nation’s largest independent broker/dealer*, ensures you gain access to personalized market research, innovative technology, and compliance oversight, all tailored to pursue your specific needs.

*As reported by Financial Planning magazine, 1996-2022, based on total revenue.

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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.

Success Stories: Your Financial Freedom Awaits

Hear from satisfied clients who’ve harnessed the power of our Monumental-LPL partnership to achieve their financial goals.

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.

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.

Ready for Monumental Financial Success? It's Closer Than You Think.

You may have questions about the market’s volatility, fees, or the time commitment required. Let’s put those concerns to rest.

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Market Volatility

With the backing of LPL Financial’s objective market research, we help you make informed decisions that are right for you.

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Fees

Our transparent pricing means no hidden fees, ever. With our comprehensive fee-analysis overview, you’ll know exactly where your money is going.

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Time Commitment

We understand you’re busy. That’s why our process is designed to respect your time while ensuring your financial goals are met.

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Integrity

Our fiduciary responsibility means we put your best interests first. Our partnership with LPL Financial fortifies this commitment, ensuring unbiased and objective financial advice.

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Qualified

The exceptional customer loyalty LPL Financial has earned is a testament to the trustworthiness you can expect from us.

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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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