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    What Monument Retirement & Wealth Advisory Has to Offer You.


    Lifetime Retirement Income

    We believe that your base income should be deposited in your account no matter what. It should not matter what the markets do, or do not do. You should always be able to count on your income, every month, regardless of any external factors. Social Security planning often represents a significant addition to your overall retirement income plan. How do you best integrate social security claiming strategies with your portfolio income? We help you every step of the way. At Monument Retirement & Wealth Advisory, we will never tell you to reduce your income or change your lifestyle because the markets had a bad year.

    Fully Integrated Tax Reduction Strategies

    Retirees consistently waste thousands of dollars every year to unnecessary taxation. We help you keep those dollars in your pocket rather than handing them over to the IRS. We recognize that your retirement funds (IRA, 401k, 403b, etc) represent your number on tax challenge, often leading to double taxation during your retirement years. We utilize a number of proven, powerful strategies to significantly reduce your tax burden on your highest taxed asset – your retirement plan.

    Portfolio Stability

    Our job is to protect your financial security regardless of market conditions. Don’t worry, this doesn’t mean that you have to sacrifice your growth opportunities. We utilize a conservative management approach that protects your principal while still taking advantage of the market swings, both good and bad. We protect what you have and build on it!

    Call Us Today!

    At Monument Retirement & Wealth Advisory, we use our knowledge and experience to simplify the planning process. Often, the hardest part of the process is simply picking up the phone and making an appointment. Contact us at 972-422-9145 to schedule your no-obligation consultation 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.

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    "Your Retirement Income Planning Checklist”

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  • We help create retirement financial strategies for people in or near retirement so their retirement income lasts as long as they do.



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    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.