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Our Services

Many people think that financial planning is a "once-and-done" event that starts with the numbers and ends with investments and pie charts. But that's not what true financial planning is about. True financial planning is a comprehensive, ongoing approach that starts with helping you define your visions and goals, developing a well designed plan to get you there, while tracking your progress along the way. During your ongoing reviews we will recommend changes where needed.

Momentum Financial Partners are committed to building long-term relationships with our clientèle. As investment advisor representatives with SagePoint Financial Inc., we offer a wide range of financial products and services to individuals, families, and business owners. In order to help our clients meet their objectives, we strive to engage top experts  in the legal, tax, and mortgage professions to advise clients toward their financial goals.

So the question is: How do you feel about the steps you have taken to plan your financial affairs?

  • Have you actually done any planning?
  • Have you left retirement accounts with previous employers?
  • Have you designed a replenishing retirement income stream?
  • Would you like to reduce your tax burden?
  • Do you need to review your investment portfolio?
  • Have you planned your family’s protection needs?

If you have asked yourself any of these questions, think how helpful it would be to get personalized, objective, professional advice. This is why Momentum Financial Partners exists - to help people like yourself, who want expert guidance to help achieve their financial objectives.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. This process includes six steps:

Once your goals have been established, we will recommend appropriate strategies to meet your objectives, monitor your progress, keep you involved through reviews, and make adjustments as necessary. We can help you execute a sound financial plan by utilizing the following products and services:

  • Retirement Planning
  • Investment Management *
  • Income Strategies
  • 401(k) Rollovers
  • Tax Management
  • Estate Conservation
  • Wills and Trusts
  • Insurance Planning

*Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss*