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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