Helping Create Your Financial Plan
Our team at Monument Financial Group is committed to excellence in the way we serve our clients and the proactive level of sophistication we bring to our client’s financial lives and beyond. You don’t need another advisor that calls you once a year and asks you what you need.
YOU NEED A
DEDICATED GUIDE,
STRATEGIC CONSULTANT,
AND THOUGHTFUL PARTNER.
Our value doesn’t stop at financial expertise. When we ask our clients why they work with us above any other advisors in the country, this is what they tell us:
WE’RE RELIABLE.
When we say we’ll do something, we hold ourselves accountable to the result.
WE’RE CONSISTENT.
In good times and bad, you can trust us to be there, reminding you of the principles that will help drive success in your plan.
WE’RE CONSULTATIVE.
Beyond the execution of your plan, our role is to deliver effective education around the strategies designed to deliver the right results.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
