Customized investment management solutions

Unique investment strategies for your distinct financial needs.

  • TAILORED PORTFOLIOS
  • PROACTIVE APPROACH
  • FORWARD THINKING
Investment Management at Monumental Financial Planning

Customized investment management solutions

Unique investment strategies for your distinct financial needs.

  • TAILORED PORTFOLIOS
  • PROACTIVE APPROACH

  • FORWARD THINKING

Investment Management at Monumental Financial Planning

Generic plans could mean missed opportunities.

If you are investing your wealth based on generic plans, you could miss the opportunities a tailored approach offers. One-size-fits-all investment approaches like setting a target retirement date and waiting it out may not align with your unique financial situation.

This mismatch could lead to unnecessary risks and potential losses, while simultaneously limiting your opportunities for growth. You are already invested in having a plan – make sure the plan is one that is working for you.

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.

Investment Management at Monumental Financial Planning

Transforming savings into investments.

Monumental Financial Planning transforms your savings into effective investments. Our investment management process involves comprehensive financial analysis, strategic asset allocation, and careful risk management.

We not only aim to grow your wealth but also to safeguard your investments against market volatility. Let us help you optimize your investment portfolio for long-term financial success.

  • Strategic asset allocation
  • Vigilant risk management
  • Growth-focused investment strategies

Navigate the investment landscape with confidence.

adaptation

Adaptive Portfolio Management

Using a disciplined approach, we adapt to market changes with time-tested strategies. We are the ones keeping watch over your investments so you can enjoy your life today, and tomorrow.

protection

Risk Optimization

By understanding your risk tolerance, we provide strategies that aim to protect your wealth while optimizing growth. Balancing potential returns and risks tailored to your individual comfort level allows you to feel at ease as you move forward.

review

Comprehensive Review

Thoroughly examining your current investments for any hidden fees, improper allocation, or gaps in your portfolio. Our focus is on optimizing your wealth growth in a way that aligns with your aspirations.

Your goals, our expertise.

At Monumental Financial Planning, we believe in aligning your investments with your ambitions.

We stand out by offering personalized investment management that caters to your individual financial goals and risk tolerance. We don’t just set up your investments and leave them. We actively review and adjust your portfolio, ensuring it continues to serve your needs as market conditions and personal circumstances change.

By understanding your financial goals and risk tolerance, we provide a personalized investment strategy that is actively managed to ensure your wealth grows optimally.

We’re not just your advisors; we’re your partners in achieving your financial dreams.

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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