• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us

    Here’s our story. We look forward to hearing yours.

    At Monument Retirement & Wealth Advisory, our sole focus is YOU.

    About Our Firm

    Monument Retirement & Wealth Advisory's mission is to create retirement income strategies for people in or nearing retirement so their income lasts as long as they do.

    Money and everything about it can often be confusing, complex and unpredictable. It doesn’t have to be that way. At Monument Retirement & Wealth Advisory, we want to empower our clients to feel secure about their entire financial lives. We offer retirement income planning including the use of insurance products, as well as strategies for wealth preservation, legacy planning and tax reduction.

    Robert Badali | Founder

    CEO and Founder of Monument Retirement & Wealth Advisory, Robert Badali has over two decades experience in the financial services industry & specializes in the fields of retirement income, wealth preservation and estate planning. 

    Bob is a Chartered Retirement Planning Counselor® , Life Underwriting Training Council Fellow® and Investment Advisor Representative, holding a Series 65 securities registration.  Bob is also President of Monument Insurance & Financial Services, Inc. and a recognized financial commentator.

    Bob has had the privilege of working with and assisting hundreds of families nearing retirement or already enjoying it.  He adopts a personal interest in every Family and his mission to bring an enhanced sense of confidence to the financial lives of the Family's he serves.

    Residing in Collin County since 1996, Bob makes community service a professional and personal priority, serving as past Chairman and Chief Executive Officer of The Susan G. Komen Breast Cancer Foundation Affiliate here in North Texas and is a former member of The Board of Directors of the Bridge Breast Network, a Dallas based non-profit providing  breast health services to uninsured women throughout North Texas.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@monument-tx.com or call us at 972-422-9145 today!

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Complimentary Guide
    "Your Retirement Income Planning Checklist”

    Enter your email address below to get your complimentary checklist.
  • We help create retirement financial strategies for people in or near retirement so their retirement income lasts as long as they do.



    unique financial approach
    Privacy Policy | Terms

    All written content on this site is for information purposes only. Opinions expressed herein are solely those of Monument Retirement & Wealth Advisory, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Monument Retirement & Wealth Advisory, LLC a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Monument Insurance & Financial Services, Inc. Monument Retirement & Wealth Advisory and Monument Insurance & Financial Services are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.