Our Mission
At Monte Financial Group, we seek to help our clients build a financially secure life for themselves and their families by creating a thorough, integrated life plan that can flexibly adapt to changes in their lifestyle and economic status. We dedicate the time and effort to focusing on and aligning each client’s investment portfolios with who they are as investors and individuals. Working closely with our clients, we help them focus on their goals, whether they address their short-term needs or long-term aspirations.
Our Role
It is important to assess your personal and financial goals before taking any investment action. We can help you by creating a comprehensive financial plan that analyzes your objectives, current financial situation, and preparation for the future.
Custom Built Strategies
We offer strategies to help you achieve your goals in various areas, such as tax efficiency, debt management, risk management, employee stock options, education funding, gifting, retirement planning, estate preservation, and trust services.
Strategic Guidance
We never presume our client’s needs and do not sell products. We are a fee-only advisor that provides customized wealth management strategies constructed from the ground up designed to help you achieve your goals. Our ongoing investment management will operate within your customized asset allocation and strategic investment guidance.