We help our clients deal effectively with life's expected and unexpected transitions such as retirement, sale of a business, divorce, inheritance or loss of a spouse.
We help our clients with their complex planning needs by gaining an understanding of their objectives and providing integrated services to address those needs.
We help a broad range of clients including those that are close to or in retirement and who are looking for an objective, professional sounding board.
Life is often fast moving and complex. At Monument, we believe it’s important to take a step back from the everyday and think together about how to improve upon current plans or layout a new course of action. We believe the key to having peace of mind begins with the planning process. Our team asks the right questions, and helps clients ask the right questions, in order to develop a plan to achieve what matters most.
Monument’s philosophy is that investing can be simplified and made straightforward. By ignoring the noise and focusing on key investment concepts, we help our clients become informed investors.