Comprehensive Financial Planning Services

The Montis Financial, LLC planning process is designed to guide clients through the identification of specific goals and objectives and then develop a customized strategy the achieve them.

The Montis Financial process features collaboration with the client to understand family circumstances, family and individual values, needs, beliefs and goals in order to integrate them into the overall financial plan.

The Montis Financial team can provide counsel and guidance in the following areas:

Investment Plan
  • Retirement Planning
  • Estate Planning
  • Cash Flow Modeling
  • Budgeting
  • Education Funding
  • Tax Planning
  • Divorce Planning
  • Insurance/Risk Management Consultation
  • Home/Automobile Buying
  • Philanthropy Strategies
  • Special Circumstances and Needs Planning

Please Note: The scope of any financial planning and consulting services depends upon the specific requests and needs of the client. Montis does not serve as a law firm, certified public accounting firm, nor an insurance agency. Montis does not prepare legal documents or tax returns, nor does it sell insurance products.

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