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    • Home
    • Services
    • SmartVestor
    • Videos
    • Resources
    • Blog
    • Contact US
    • Privacy Policy
  • Home
  • Services
  • SmartVestor
  • Videos
  • Resources
  • Blog
  • Contact US
  • Privacy Policy

Helpful Guides, Articles and Resources

Your Retirement (UN) BROKEN Bonus (by Momentum Financial) (pdf)Download
Momentum-Financial Fitness survey Before Retirement (pdf)Download
Momentum White Paper - Protecting Your Financial Future (pdf)Download
Invest for Retirement Safely, Know When to Get Out of Stocks _ Money (pdf)Download
Optimizing Retirement Income by Wade D Pfau (pdf)Download
Momentum - Client Budget and Expense Worksheet (xlsx)Download
Article- 70% of Wealthy Families Lose Their Wealth by the Second Generation _ Money (pdf)Download
Social Security-44-secrets - Kotlikoff (pdf)Download
Easy client budget worksheet (pdf)Download
SSA Govt Pension Offset (pdf)Download
Withdrawing your TSP Guide (pdf)Download
Military and Social Security Bulletin (pdf)Download
Journalist Guide to Indexed Annuities (pdf)Download

Copyright © 2021 Momentum Financial & Insurance Services LLC - All Rights Reserved.  Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor in the State of California. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA recognized professional certification.


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