Elevate Your Financial Journey With Monumental Financial Planning

Navigating Verizon Benefits to Work Toward Securing Your Dream Future.

  • VERIZON SAVVY
  • PERSONALIZED APPROACH
  • LIFELONG SECURITY

Verizon Benefits at Monumental Financial Planning

Elevate Your Financial Journey With Monumental Financial Planning

Navigating Verizon Benefits to Work Toward Securing Your Dream Future.

  • VERIZON SAVVY
  • PERSONALIZED APPROACH

  • LIFELONG SECURITY

Master Your Financial Future, Don’t Just Let it Happen

You’ve worked hard and deserve every benefit that comes your way. But without insightful planning, you risk losing opportunities that could make all the difference. The stakes are high, but they don’t have to be intimidating.

Verizon Benefits at Monumental Financial Planning
Financial Planning at Monumental Financial Planning

Your Vision, Your Future, Your Success

Imagine a retirement where you’re free to do what you love, without worry. We guide you in crafting that vision into a tangible plan, leveraging your Verizon benefits to their fullest potential working toward the following goals:

  • Stress-Free Retirement

  • Thriving Investments
  • Optimal Health Benefits
  • Financial Security
  • Peaceful Tomorrow

You’ve Got Options, We Help You Choose Wisely

Making choices about your financial future can be overwhelming, but it doesn’t have to be. We simplify the journey for you, focusing on optimizing each Verizon benefit you’ve earned.

navigator

PENSION NAVIGATION

PENSION NAVIGATION

Confused by PBGC and GAAT interest rates? We continuously monitor these variables to recommend whether a lump sum or an annuity option is better suited for your financial dreams.

strategy

401K STRATEGY

401K STRATEGY

Your 401K is not just a checkbox; it’s a potent financial tool. We guide you through investment options like fixed income and target date funds to align with your unique goals.
medical

MEDICAL BENEFITS

MEDICAL BENEFITS

Retirement medical benefits can be a labyrinth. We help you navigate your retiree medical benefits, including what Verizon contributes, ensuring you and your spouse are well taken care of.
stock

RESTRICTED STOCK PLAN

RESTRICTED STOCK PLAN

Equity compensation and highly concentrated stock portfolios may sound complex. We break down these benefits into layman’s terms and show you where they fit into your overall financial landscape.

Your Valued Companion on Your Financial Road

As your financial guide, we’re here to make the journey easier. You’re in control, and we’re just illuminating the path with expertise, earned through years of helping people just like you.

  • Years of Expertise with Verizon
  • Numbers of Employees Served
  • Real Testimonials from Employees
  • Any Stats To Add In?
  • 20 years of expertise
  • Familiarity with both Associates and Management Benefits Plans
  • 200+ Employees served
Verizon Benefits at Monumental Financial Planning

Your Roadmap to Work Toward Financial Serenity in Three Steps

Financial planning doesn’t have to be a maze. Our simplified process puts you at the helm, guided by our expertise every step of the way.

COMPLIMENTARY CONSULT

Take the first step toward securing your future. In this complimentary consultation, we’ll help you uncover potential pitfalls and promising opportunities that are unique to Verizon employees.

CUSTOMIZED PLAN

Based on our initial discussions, we’ll create a tailored financial blueprint that leverages each Verizon benefit to work in concert toward achieving your specific goals.

EFFORTLESS EXECUTION

Once you’re comfortable with the plan, we set it into motion. Our team continuously monitors progress, adjusts strategies, and ensures you’re always on the best path forward.

Got Questions? We’ve Got You Covered

We understand you might have concerns or reservations. Investing your trust in a financial advisor is a big step. That’s why we offer a no-obligation, risk-free initial consultation where you can scrutinize our expertise and methods. Feel free to ask us anything—from our track record with Verizon employees to the specifics of how we can assist with each Verizon benefit.

TCG - Verizon Ebook cover

FREE EBOOK:
Verizon Associate 7 Point Retirement Checklist

Don’t let potential wealth go to waste. Our eBook uncovers five commonly overlooked opportunities in the Verizon benefit package that could significantly impact your financial future.

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