Work toward securing your legacy with comprehensive estate planning

Find confidence knowing your loved ones will be cared for.

  • CUSTOMIZED PLANS
  • FUTURE ASSURANCE
  • SUCCESSION CLARITY
Estate Planning at Monumental Financial Planning

Work toward securing your legacy with comprehensive estate planning

Find confidence knowing your loved ones will be cared for.

  • CUSTOMIZED PLANS

  • FUTURE ASSURANCE

  • SUCCESSION CLARITY

Estate Planning at Monumental Financial Planning

Uncertainty can compromise your family’s future.

Without a comprehensive estate plan, your loved ones could face legal complications, financial burdens, or disputes in an already difficult time. These situations can cause unnecessary stress and strain on relationships.

You may think you have time, but life is unpredictable, and it’s never too early to plan for the future.

Be proactive and provide your family with the assurance and security they need, so they can focus on honoring your legacy rather than settling legal matters.

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.

Estate Planning at Monumental Financial Planning

Work toward securing your legacy.
Fulfilling your wishes.

Estate planning with Monumental Financial Planning isn’t just about wealth transfer—it’s about fulfilling your wishes. We work with you to understand your desires, assess your assets, and devise a comprehensive plan for their distribution.

We coordinate with attorneys in the process to make estate planning seamless and stress-free for you. Whether it involves executing on trusts, managing inheritance, or planning philanthropic donations, we ensure that your legacy is preserved according to your wishes.

  • Customized estate planning
  • Inheritance management
  • Philanthropic planning

Secure the future you envision.

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Personalized Estate Plans

We provide estate planning that reflects your unique circumstances and wishes for what happens to your wealth in the future.

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Probate Avoidance

Our strategies aim to streamline the transition of your assets, saving your loved ones from a potential lengthy probate process.

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Confidence

Knowing your affairs are in order provides confidence not just for you, but for your loved ones as well.

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Guardianship Decisions

Ensure the care of your minor children aligns with your wishes by establishing guardianship in your estate plan.

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Asset Protection Strategies

Safeguard your wealth and property from future creditors or legal complications.

Your wealth can make a difference beyond your lifetime. We can assist in facilitating donations to charities or organizations that align with your values, as well as structure a plan for generational wealth transfer. Let us work in partnership with qualified attorneys to create a will and trust, providing you with confidence that your philanthropic aspirations will be realized.

Why wait until you’re gone to see your loved ones enjoy the fruits of your labor? We’ll help you structure your wealth so that you can distribute a portion to your loved ones now, giving you the joy of witnessing their prosperity in your lifetime. By using tax-efficient methods, we’ll ensure that your wealth is preserved while achieving your desire to share the joy of financial security with your loved ones. With Monumental Financial Planning, your wishes will always take center stage.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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