How does the advisor help clients – Key Takeaways:
- Provides a personalized approach to financial planning and investment management.
- Offers a range of financial services to help clients achieve their financial goals.
- Specializes in retirement and wealth management strategies.
- Puts the client’s needs and best interests first.
Facts and Insights:
MONUMENT RETIREMENT & WEALTH ADVISORY, LLC is a financial services firm that specializes in retirement and wealth management strategies. With a team of experienced advisors, they provide personalized and comprehensive financial planning and investment management services to help clients achieve their financial goals. They prioritize the client’s needs and best interests, meaning that all recommendations are tailored to their specific situation and objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 10 years |
Financial Services Offered:
- Retirement planning
- Wealth management
- Investment management
- Estate planning
- Tax planning
- Insurance services
- Education planning
- Debt management
- Charitable giving
Client Types:
MONUMENT RETIREMENT & WEALTH ADVISORY, LLC serves a diverse range of clients, including individuals, families, and business owners. They also work with clients at various stages of life, from young professionals just starting to save for retirement to retirees looking to preserve and grow their wealth.
Fees & Compensation:
MONUMENT RETIREMENT & WEALTH ADVISORY, LLC operates on a fee-only model, meaning that they do not earn commissions or receive any form of third-party compensation. They are transparent about their fees, which are based on a percentage of assets under management. This compensation structure aligns their interests with their clients and ensures that their recommendations are always in the client’s best interest.
Background:
MONUMENT RETIREMENT & WEALTH ADVISORY, LLC was founded in 2010 and is headquartered in Boston, Massachusetts. The firm is led by a team of experienced financial advisors who are committed to helping clients reach their financial goals through personalized and comprehensive strategies. They have a strong track record of success, with many satisfied clients who have seen their financial situations improve under their guidance.
Financial Advisor Disclosures to Know:
- MONUMENT RETIREMENT & WEALTH ADVISORY, LLC has no legal or disciplinary disclosures from any regulatory bodies.
- There are no conflicts of interest or potential conflicts of interest that may impact the firm’s ability to act in the best interests of their clients.