Monument Financial Group is a network of advisors and professionals dedicated to the financial success of middle-class America.
The guiding principals shared by the entire team of professionals at Monument Financial Group include:
EDUCATION FOCUSED- Knowledge sharing is the basis for the advisor-client relationship at Monument Financial Group. Our engagements begin with information sharing because we understand that educated clients make better decisions!
INTEGRITY & HONESTY – All of services and products offered by Monument Financial Group are focused on the client's best short-term and long-term interests. If a product or service does not make sense for a particular client and their goals, then it is not offered.
OPTIONS BASED SOLUTIONS – Along with information & education, our experience has shown that clients make better decisions when presented with more than one option. Our professionals and advisors have the experience to identify the 'short list' of alternatives that enable client success.