Aligning with LPL Financial to Empower Your Financial Destination.
At Monumental Financial Planning, we’ve chosen LPL Financial as our partner to bring you unparalleled financial planning expertise. Together, we navigate your unique financial landscape, offering a combination of Monumental’s personalized approach and LPL’s comprehensive suite of resources.
Creating Your Financial Blueprint for a Life Well Lived
Your Path to Financial Wellness Begins Here
Navigating the complexities of the financial world can feel overwhelming. This is why Monumental Financial Planning, in alliance with LPL Financial, has designed a sound process to streamline your financial life and pave the way to work toward a secure, fulfilling future.
Here’s how we bring the solution to you:
PERSONALIZED CONSULTATION
PERSONALIZED CONSULTATION
Your journey starts with a one-on-one meeting where we listen to your needs, aspirations, and concerns. This is the cornerstone for creating a financial plan tailored exclusively for you.FIDUCIARY OVERSIGHT
FIDUCIARY OVERSIGHT
When providing financial advice, our fiduciary responsibility ensures that every decision made is in your best interest. From transparent fee structures to prudent investment options, your financial well-being is our primary focus.
PROGRESS MONITORING AND ADJUSTMENTS
PROGRESS MONITORING AND ADJUSTMENTS
Life is unpredictable. Our periodic check-ins and financial reviews ensure that your plan evolves with your circumstances, keeping you on track towards your goals.CLIENT EDUCATION AND EMPOWERMENT
CLIENT EDUCATION AND EMPOWERMENT
We believe in empowering our clients through knowledge. Our continuing education resources, retirement planning services, and timely market insights keep you informed and confident in your financial decisions.A Powerful Alliance for Your Benefit
Our alliance with LPL Financial, the nation’s largest independent broker/dealer*, ensures you gain access to personalized market research, innovative technology, and compliance oversight, all tailored to pursue your specific needs.
*As reported by Financial Planning magazine, 1996-2022, based on total revenue.
Success Stories: Your Financial Freedom Awaits
Hear from satisfied clients who’ve harnessed the power of our Monumental-LPL partnership to achieve their financial goals.
Ready for Monumental Financial Success? It's Closer Than You Think.
You may have questions about the market’s volatility, fees, or the time commitment required. Let’s put those concerns to rest.
Market Volatility
With the backing of LPL Financial’s objective market research, we help you make informed decisions that are right for you.
Fees
Our transparent pricing means no hidden fees, ever. With our comprehensive fee-analysis overview, you’ll know exactly where your money is going.
Time Commitment
We understand you’re busy. That’s why our process is designed to respect your time while ensuring your financial goals are met.
Integrity
Our fiduciary responsibility means we put your best interests first. Our partnership with LPL Financial fortifies this commitment, ensuring unbiased and objective financial advice.
Qualified
The exceptional customer loyalty LPL Financial has earned is a testament to the trustworthiness you can expect from us.
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.