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
AND THOUGHTFUL PARTNER.
Our value doesn’t stop at financial expertise. Here's what we want you to experience when working with us:
When we say we’ll do something, we hold ourselves accountable to the result.
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.
Beyond the execution of your plan, our role is to deliver effective education around the strategies designed to deliver the right results.
OUR TEAM IS AWARD WINNING
Michael Raposa has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you. You can read the article here.
FORBES TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2022). RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH. BASED UPON DATA AS OF 12/31/2021. NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.