Does your portfolio have too much risk?
Or not enough?
Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!
Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!
Monument Retirement & Wealth Advisory is an independent financial advisory firm that specializes in the needs of retirees. Many in or nearing retirement prefer to assume less risk and focus more on wealth preservation, along with enjoying a stable and sustainable retirement income. We recognize that traditional investment planning – utilizing only stocks, bonds, and mutual funds – falls short in realizing these goals.
As an independent advisory firm, we recommend the best strategies to help you realize your retirement objectives without forcing your investments into a cookie cutter portfolio. We don’t work for a brokerage firm or a bank, so we are able to recommend what we truly feel will deliver a brighter future & help you live financially secure in any economy.
Contact us at info@monument-tx.com or call us at 972-422-9145 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.