Monk Financial Strategies Group was created to deliver boutique style financial services to the discerning client who desires to be more than a statistic. Today's economic climate has created an environment that has moved other companies away from individualized service and towards transactional business. Our mission is to help you address the responsibilities of wealth so that you may reach your goals and create the life you want. After partnering with you to craft that strategy, we will handle the time-consuming work that enables you to bring this plan to life.

Monk FSG is partnered with New York Life and NYLIFE Securities because we believe that their proprietary services and products provide unparalleled results. For more than 165 years, New York Life Insurance Company’s unwavering financial strength and time-tested investment strategies have provided consistent value and solid financial protection for our clients and their families. Since becoming the first American life insurance company to pay a cash dividend* to policyholders in the mid–1800s, New York Life has continued to build a history of innovation—enhancing our existing product lines, creating new financial products, and maintaining a diversified portfolio to best accommodate our customers’ changing needs and lifestyles.

New York Life's Financial Strength: Promises Kept

It all begins with financial strength, which allows us to meet our future obligations to policyholders. New York Life Insurance Company holds a stable and diversified portfolio and consistently receives the highest ratings for financial strength from the life insurance industry’s independent rating agencies. We’ve earned these ratings: Our capital position is one of the strongest in the industry, giving us the financial strength to weather unexpected storms.

Advanced Planning Group

We have exclusive access to New York Life's Advanced Planning Group -- a premier planning team with expertise in law, accounting, financial planning and insurance. Our access to these resources allows us to bring experience, value and insight to your planning situation and assist you with your business and estate planning needs.

*Dividends are not guaranteed and are only available on participating policies.