We get the ball rolling by understanding where you want to be in terms of your financial future. What are your dreams and goals? What's important to you and your family?
You’re at the center of everything we do. And, the best way to plan for tomorrow is by getting to know you today.
As our planning picks up speed, we’ll also look at comfortable strategies for investing, tax planning and retirement.
Have questions about your current portfolio? One of our professionals will be glad to evaluate where you are, where you want to go – and how to get there. We take pride in working with you to develop a financial plan that’s right for your income, budget and objectives.
We believe it’s important that you understand all the options available to you, and we’ll make sure you’re fully on board with each step of the custom road map your advisor
develops for you.
We’re passionate about what we do. And, while our team is comprised of people with a wide range of financial knowledge and experience, we all share a deep commitment to ethics and integrity. You can always count on unbiased recommendations, impartial guidance, and our desire to serve your best interests.
We know how to create momentum for your financial goals, and we’ll do all we can
to help you get there.
Merrit has been a business leader all his life. He has also traveled around the world speaking on Business, Marketing, Financial and Personal Achievement. Merrit has always been passionate about financial education. This is precisely why he started Momentum FSG and the San Diego Chapter of the Society for Financial Awareness -- an organization with the goal to end financial illiteracy one organization at a time. Merrit is proud of the role he plays in helping his clients make better decisions for their financial future.
Marty has been a Certified Financial Planner since 1986. He is known to many people in the San Diego area as the “Retirement Professor”, because of his depth of experience and knowledge in financial planning. His warmth and kindness have been hallmarks of his 20+ years on the radio.
Kathrin brings her years of organizational expertise and charm to her duties as Operations Manager of Momentum Financial and Insurance Services. Kathrin is an integral part of making our clients feel welcomed and taken care of.
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Doing the income planning required to ensure that you will not run out of money during your lifetime should be a top priority for everyone. Make the call and get the answers you need today.
11770 Bernardo Plaza Court, Suite 466, San Diego, CA 92128