Services Provided

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Social Security Planning
  • Insurance Gap Analysis
  • Income Planning
  • Legacy Planning
  • Cash flow Analysis
  • Withdrawal Strategies 


Wealth Management and Insurance Services

Retirement Income Planning

Wealth Management Requires a Panoramic Approach

 Wealth management is the utilization of processes, services, and products to grow, protect, utilize and disseminate wealth. Effective wealth management requires a united team of professionals working together across multiple financial service industries. Momentum incorporates financial advisors, Certified Financial Planners®, attorneys, Certified Public Accountants and insurance specialists to provide an all-encompassing approach to wealth management.


Grow Your Wealth, Minimize Taxes and Increase Income Over your Lifetime.

We offer thoughtful strategies to help clients reach their dreams and goals. By engaging in our process annually, we gain a deeper understanding of what our clients and their families want, and what they need to do to get there.

We've developed and refined a unique process primarily for retirement minded individuals and families that aspire for a "work optional" lifestyle. 

Through our Momentum LifeYield Process™ we  implement strategies that Maximize Income and Minimize Taxation over our client's lifetimes. 

Our Seven Pillars Of Service

Pillar 1: Wealth Management

Pillar 2: Risk Management

Pillar 3: Taxation

Pillar 4: Estate Planning

Pillar 5: Cash

Pillar 5: Philanthropy

Pillar 6: Value Added Services

The Right Tools for the Right Solutions - Financial Planning

Fiduciary Financial Advice

 It is important, to understand where your Financial Adviser's interests are aligned. It is now more critical than ever to ensure you are placing your financial security with a financial adviser who will act in your best interest. 

Momentum Financial Investment is an advisory firm that has achieved a Certified Financial Fiduciary® Certification recognized by FINRA which is the standard of excellence for Fiduciary Advice and the highest level of regulatory standards in the financial advisory industry. 

The fiduciary duty standard requires Momentum to adhere to heightened levels of due diligence and feasibility requirements, helping ensure every investment selection is not only soundly managed but is appropriate for each individual client’s portfolio. Momentum financial advisors are exclusively focused on serving the best interest of their clients.