Navigating the unforeseen with Long-Term Care & Health Planning

Secure Your Future Against Unexpected Life Events with Monumental Financial Planning.

  • EXPERT GUIDANCE
  • CONFIDENT SAFEGUARDING
  • SECURED FUTURE
Long-Term Care & Health Planning at Monumental Financial Planning

Navigating the unforeseen with Long-Term Care & Health Planning

Secure Your Future Against Unexpected Life Events with Monumental Financial Planning.

  • EXPERT GUIDANCE

  • CONFIDENT SAFEGUARDING

  • SECURED FUTURE

Long-Term Care & Health Planning at Monumental Financial Planning

Are you prepared for life’s unexpected turns?

Unforeseen health events can jeopardize the best-laid retirement plans. The last thing you want is an unexpected illness or health challenge to drain your savings, leaving you financially strained during what should be your golden years.

But it doesn’t have to be that way.

Monumental Financial Planning are experienced in long-term care and health planning, ensuring your retirement plans remain intact, regardless of what life throws your way.

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.

Long-Term Care & Health Planning at Monumental Financial Planning

Securing your future health and wellness.

We recognize the importance of planning for the future—and that includes your health. Long-term care and health planning at Monumental Financial Planning safeguards your health in the years to come.

Our team evaluates your health needs, potential risks, and resources to design a comprehensive health plan that provides for medical expenses, long-term care, and unexpected health issues. We aim to ensure that health crises don’t become financial ones.

  • Personalized health planning
  • Provisions for medical expenses
  • Planning for long-term care

Your retirement, uninterrupted.

Monumental Financial Planning has you covered.

power

Fortified Future

Boldly face your future with a team who is helping to guide your next steps.

net

Tailor-made Safety Net

Your health, your plan. We craft personalized strategies to fit your needs.

protection

Financial Lifeline

Working toward a secure financial future will help limit life’s surprises along the way.

360-degrees

360-Degree Coverage

A comprehensive shield safeguarding your dreams and aspirations.

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Serene Sunset

Retirement is about relaxation. We sweat the small stuff so you can enjoy the big picture.

Don’t wait for a crisis to plan your future health needs.

There’s no denying that contemplating potential health problems is challenging, but it’s also necessary. The idea of a major life event or illness disrupting your retirement plans can be daunting.

We understand that at Monumental Financial Planning. Our team doesn’t just offer solutions – we guide you empathetically, understanding your concerns and objectives. We’ll collaborate with you to create a long-term care and health plan that aligns with your future vision, providing the assurance that you’re prepared for whatever may come.

By planning today, you can avoid crisis-driven decisions in the future. Work toward embracing and securing a stress-free retirement. Start planning with us today.

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