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 is experienced in long-term care and health planning, ensuring your retirement plans remain intact, regardless of what life throws your way.
Words from our clients who are building a legacy of financial freedom.
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.
Your retirement, uninterrupted.
Monumental Financial Planning has you covered.
Fortified Future
Boldly face your future with a team who is helping to guide your next steps.
Tailor-made Safety Net
Your health, your plan. We craft personalized strategies to fit your needs.
Financial Lifeline
Working toward a secure financial future will help limit life’s surprises along the way.
360-Degree Coverage
A comprehensive shield safeguarding your dreams and aspirations.
Serene Sunset
Retirement is about relaxation. We sweat the small stuff so you can enjoy the big picture.
FREE ASSESSMENT:
What’s Your Financial Risk Score?
This tool will help you understand your personal risk tolerance and give insight into whether your portfolio is properly managed to match. Have assurance and gain confidence knowing that you are taking the right financial risks and that you have a plan for your money being there when you need it.