Mud Bay

Why Momentum?

We all need a little support in our lives.  Sometimes you may get overwhelmed in where to start, or you may not have the time or desire to research how to start.  Our team aims to be that catalyst for you in building your own momentum toward pursuing your goals.

Momentum Financial Group provides guidance, consulting and advice to help you feel more educated about your finances, informed about your options, and confident in living a fulfilling life. We offer financial planning and investment strategies, as well as protection plans utilizing life insurance. 

When it comes to investments and your financial plan, you need someone who will act in your best interest. You need someone who will simplify your financial puzzle, help you see the big picture and pursue your goals. Our team helps you by doing that heavy lifting and anticipating your needs. We'll help you develop a personalized, customized plan; we’ll help educate you and answer your questions along the way. Most importantly, we are real people, and we strive to be fun to work with. We live, work, and raise our families here in Fairhaven, and we want to be your neighborhood advisor.

We believe that life is about our friendships, our relationships and our community. Everyone wants to focus on their families and their friends; and our team helps people organize their financial lives in such a way that their focus can be where they want it to be. There's no one- size-fits-all approach to investments and financial planning, and we work with each individual client to help them find the approach that works for them and their unique situation. That’s what we’d like to do for you.

It's often challenging for many people to see themselves as others do, and our team loves helping clients see their situation objectively and find their own path -- the path that helps to identify and cater to their strengths.

People often ask us "Why should we work with Momentum Financial Group instead of someone else?" It's a fair question, there are a lot of choices out there. Our approach is based on and rooted in organization, education, and simplicity… as well as a commitment to a client- centered approach. The clients who share and appreciate these values are the ones who we'd most love to work with. We love this community and we want to see it thrive, and we'd be honored to work with you.

Move forward. It all starts with a conversation. Call today to set up a complimentary, no obligation consultation at the Fairhaven office location: 360-714- 3378.