Monument Wealth Advisory is an independent financial advisory firm that specializes in the needs of retirees. Many in or nearing retirement prefer to assume less risk and focus more on wealth preservation, along with enjoying a stable and sustainable retirement income. We recognize that traditional investment planning – utilizing only stocks, bonds, and mutual funds – falls short in realizing these goals.
As an independent advisory firm, we recommend the best strategies to help you realize your retirement objectives without forcing your investments into a cookie cutter portfolio. We don’t work for a brokerage firm or a bank, so we are able to recommend what we truly feel will help you live financially secure in any economy.
Contact us at firstname.lastname@example.org or call us at 972-422-9145 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.