The only question with wealth is, what do you do with it?”          - John D. Rockefeller

As with most other things in life, the key to achieving your long-term financial objectives is planning. Of course planning your financial future can be intimidating. It is reasonable to expect that you should receive a level of personal service somewhat beyond the norm. Sadly, we have found that such a service is hard to come by in today's world. Monk Financial Strategies Group have taken it upon ourselves to proudly carry the torch of classic, individualized service. We stand out by helping you create and map out a financial portfolio that fits your needs with the use of a multitude of products and services. In addition, we utilize New York Life’s Advance Planning Group, providing elite services to our existing qualified clients. 

 

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