While a number of today's financial professionals focus solely on the accumulation of wealth, at Monk Financial Strategies Group we see greater challenges that require more complex strategies. We believe in a customized approach to help build, preserve and transfer wealth across generations.

            Just as with a home or building, an estate plan is only as sound as it's foundation. Monk FSG and New York Life help guide you through the often overwhelming process of creating a financial blueprint for you and your family. Our process begins with analyzing your needs, prioritizing your objectives, and helping establish benchmark goals.  This is important because today we live in a world of unlimited choices and it can be difficult to keep up with the complexities of managing one's estate. People often fail to achieve objectives because they are unaware of the resources available to them. By breaking down your goals to specific objectives, we can look at applicable instruments and decide which goals are attainable and which may need to be adjusted. Monk FSG develops and sets in motion a strategy that helps you achieve your goals, and even coordinates your financial activities with the other members of your financial, tax and legal advisor team.

          Most importantly Monk FSG monitors progress. We provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal and strategies need to be adjusted periodically as your life changes. We work side by side with you over the years to help keep your program on track with your changing needs.