Broker Check

Mt. Shuksan

Individuals:

Our approach to individual clients is a personal one; what is best for you and your plans? This question forms the basis for every relationship built at Momentum Financial Group. To begin, we’ll sit down and listen to your financial goals, help identify gaps that may exist in your current plan and prepare an comprehensive plan to help you accomplish what matters most to you and your family. Each year, we can revisit your plan to make sure that it continues to be current and workable for your needs.

Services offered:

  • Comprehensive financial & retirement planning
  • Investment management
  • Estate planning & wealth transfer
  • College savings
  • Risk assessment & asset allocation
  • Tax efficient investment strategies
  • Required Minimum Distribution (RMD) scheduling

Whether you need comprehensive financial planning or managing your IRA or 401(k), our goal is to act as your accountability partner to help you streamline your investments and overall strategy into clear picture that you and your family can understand.

Businesses:

In today’s extremely competitive employment market, rewarding and retaining employees is essential. Adding and properly maintaining a company plan can be a key element of your employee compensation package. Here at the Momentum Financial Group, we are small businesses owners ourselves and understand the ins and outs of company retirement plans. Whether you’re a single person small business, a medium size company, or a larger firm corporation with hundreds of employees, we have the history an experience to help implement and administer a company plan that’s right for you.

Services offered:

  • Company 401(k), SIMPLE & SEP IRA’s, 403b’s.
  • SIMPLE IRA vs. 401(k) analysis
  • Individual participant meetings, one-on-one strategy.
  • Annual on-site plan and market review meetings.


“Celebrate the small wins. Small wins build momentum.” - Unknown