Our mission at Monastra Financial Group is to provide an analysis of your current financial situation and help individuals and business owners to:

  • Identify financial goals and concerns

  • Illustrate what is being done to reach your goals and deal with concerns

  • Identify gaps, if present, and offer solutions to fill them

We offer a Total Financial Needs Analysis through a network of experienced professionals with expertise in:

  • Advisory services

  • Retirement analysis and programs

  • Estate strategies

  • Employee benefit and retention services

  • Business continuation strategies

  • Trust services

We provide a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for families, businesses, and institutions.

We hope that you find this site informative and useful. Feel free to contact us if you would like more information about how we can provide an analysis of your current financial situation.  

We look forward to hearing from you!