Comprehensive financial planning for a confident and prosperous future.

  • PERSONALIZED STRATEGIES
  • UNWAVERING SUPPORT
  • SECURE FOUNDATION
Financial Planning at Monumental Financial Planning

Comprehensive financial planning for a confident and prosperous future.

  • PERSONALIZED STRATEGIES
  • UNWAVERING SUPPORT
  • SECURE FOUNDATION
Financial Planning at Monumental Financial Planning

Don’t let financial uncertainty cloud your future.

Navigating the financial landscape without a reliable roadmap can lead to missed opportunities, causing unnecessary stress and financial insecurity. The absence of a solid plan could result in your hard-earned wealth not being leveraged optimally, possibly affecting your lifestyle today and tomorrow.

With Monumental Financial Planning, you’re not alone in this journey. Embrace the monument-inspired principles of structure, support, and strength to work toward securing a prosperous future.

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.

Financial Planning at Monumental Financial Planning

Strategic planning for wealth accumulation.

Wealth accumulation requires more than just savings—it calls for smart financial planning. Monumental Financial Planning employs a comprehensive, data-driven approach to formulate strategic plans tailored to your financial goals and circumstances.

Our financial planning process includes analyzing your cash flows, investments, and tax strategies to accelerate wealth accumulation seeking to mitigate risk. Let us help you work toward building a secure financial future.

  • Personalized financial assessment
  • Tailored wealth accumulation strategies
  • Risk management considerations

Visualize what financial success will look like.

strategy

Strategic Planning

Imagine the assurance that comes from having a plan that is working toward a secure financial future because you have a tailor-made plan that aligns with your unique circumstances and objectives.

power

Empowered Decisions

Feel the control of making informed decisions and pursuing your financial goals, whether you’re just starting out or preparing for the work-optional phase.

legacy

Legacy Building

Envision leaving a lasting legacy for the people you care about most, knowing that your finances are on track for the future.

Monumental Financial Planning:
Guiding You Towards Financial Empowerment

You might think taking on financial planning on your own is easy enough with all of the tools on the market today. However, financial planning is more than just managing spreadsheets or investing your retirement in a target date fund. It involves complex, multifaceted decisions.

With Monumental Financial Planning, you gain access to professional advice and sophisticated tools. Our advisors will guide you through a thorough discovery meeting to understand your goals, provide an analysis of your current financial situation, and define your financial objectives for the work-optional phase.

Start your journey today toward a secure and prosperous future.

TCG - Risk assesment cover

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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