Monumental Financial Planning A private wealth advisory practice of Ameriprise Financial LLC

Congratulations to Nina Kamrani on earning the Accredited Portfolio Management Advisor?? designation! All of us at Monumental Financial Planning are honored to have you on our team.

It's been an exciting and eventful month! We've onboarded a Financial Consultant to join our team - Gary Presslaff! Read more about his addition to Monumental Financial Planning here: https://lnkd.in/gXa_U53j

What an amazing evening we had at Glenwood's! A big thank you to all our incredible clients who joined us for our client appreciation event yesterday. #MonumentalFinancialPlanning #ThankYou

We're excited to announce that Monumental Financial Planning has joined Ameriprise Financial! Our move, highlighted in the recent press release, reflects our commitment to providing even more exceptional service and support to our clients. With Ameriprise Financial’s industry-leading planning capabilities, enhanced support, and state-of-the-art technology, we're set to deliver an even better client experience. For more details, check out the full press release here: https://lnkd.in/ei8QgHeq #AmeripriseFinancial #MonumentalFinancialPlanning?

Monumental Financial Planning is in the news! Read the full press release here: https://lnkd.in/efk9rsp7 We believe in giving back to our community and supporting causes that empower and uplift others. Our continued partnership with Calvary Women's Services is a testament to our dedication to making a positive impact in the lives of women in need. This year's Hope Gala was a huge success! Like years past, we extended invitations to some of our clients to join us. It was a wonderful opportunity to come together, support a great cause, and celebrate the strength and resilience of women in our community. #MonumentalFinancialPlanning #CalvaryWomensServices #HopeGala?#2024

Are you ready this tax season? ???? Whether you’re doing your taxes yourself, using tax software, or entrusting all your information to a CPA, gathering everything you need can often feel like a headache. ???? But fear not! To ease the process, we've got you covered. We've just added a comprehensive Tax-Planning Checklist to our website, designed to streamline your tax preparation and ensure you don't miss any crucial details. ??? Access our Tax-Planning Checklist here: https://lnkd.in/eDgSk4wU And remember, navigating taxes can sometimes feel like searching for a needle in a haystack, but with the right tools and guidance, you'll uncover the hidden treasures of tax savings! ?? #TaxPlanning #EmpowerYourself #TaxSeasonReady