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 provides 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