Monk Financial Strategies Group LLC Information

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 Financial Strategies Group provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Brian P. Monk is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Brian P. Monk is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 3200 Southwest Freeway, Suite 1900, Houston, Texas 77027, 713/961-4545. I am not licensed in all jurisdictions. Neither Monk Financial Strategies Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Monk Financial Strategies Group is not owned or operated by New York Life Insurance Company or its affiliates.