We get the ball rolling by understanding where you want to be in terms of your financial planning. 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.
We have developed and refined a process primarily for those individuals who aspire for a work optional lifestyle in retirement. This means that ideally, we will design and implement a plan that minimizes taxes and maximizes income over a lifetime.
Our unique Momentum LifeYield Process™ and our Team Based approach is panoramic in that it incorporates the things that matter to clients lives and provides the control needed to address the primary factors that can impact a successful retirement. Through our process we seek to provide our clients with Clarity, Comfort and Confidence knowing their plan is solid.
We’re passionate about what we do. And, while our team is comprised of people with a wide range of financial, legal, and tax 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 is an Investment Adviser Representative and Certified Financial Fiduciary™ (CFF). He has been a business leader all his life and is the creator of the "Momentum LifeYield Process". He has also traveled around the world speaking on Business, Marketing, Financial and Personal Achievement. Merrit has always been passionate about financial planning. This is precisely why he started Momentum. Merrit is proud to be a fiduciary financial adviser and the role he plays in helping his clients achieve better financial outcomes.
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 Retirement 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.
Gary is a San Diego attorney, member of the California and Colorado State Bar Associations and is the President of the California Society of Tax Consultants. He is admitted to practice in all courts in the State of California, Federal District Court for the Southern and Central Districts of California, all courts in the State of Colorado, Federal District Court for the District of Colorado, and the United States Tax Court.
Craig has over 30 years experience in banking, insurance, tax and finance. He is an Enrolled Agent and is admitted to practice before the Internal Revenue Service. Craig’s many years of providing small business services makes him an invaluable resource for any practice. He has a keen understanding of capital needs and a wealth of experience in finding ways to help to grow and manage cash flow.
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Doing the financial planning required to ensure that you grow your wealth, pay less taxes and have greater income in retirement 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
Copyright © 2019 Momentum Financial & Insurance Services LLC - All Rights Reserved. CA Lic. #0L7510. Investment Adviser Representative. Certified Financial Fiduciary CFF is a recognized FINRA certification. CFF is the standard of Excellence. Investment advisory services are offered through Foundations Investment Advisors LLC, and is an SEC Registered Investment Adviser.