Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Cheers!

A New Year, A New Day. (The text appears in bold text above a pair of mountains photographed at morning.)

A New Year, A New Day. (The text appears in bold text above a pair of mountains photographed at morning.)

It's the first sunrise of a new year, and light shines on you. (A young, long-haired brunette woman wearing a long robe or sweater and jeans sits cross-legged on a wooden dock. She’s looking out at a peaceful lake and the forest beyond. Beyond the frame of the photo, we see an illustration of a mountain in white against a light blue background.)

It's the first sunrise of a new year, and light shines on you. (A young, long-haired brunette woman wearing a long robe or sweater and jeans sits cross-legged on a wooden dock. She’s looking out at a peaceful lake and the forest beyond. Beyond the frame of the photo, we see an illustration of a mountain in white against a light blue background.)

Illuminating new adventures, new paths, and new opportunities. (Two images: in the foreground, a bespectacled woman with a short bob hairstyle smiles broadly. She’s dressed in business casual and standing in front of a white desk, a wall covered with sticky notes, and a metal briefcase. In the background, a young mother and father play with their young son among empty cardboard boxes. The father is bald with a dark beard and seated behind them. Mother has long dark hair and is pushing her son in a cardboard box in what appears to be the house they’ve just moved into. The son has his hands in the air and appears overjoyed as his cardboard car slides across the hardwood floor. Beyond these photos, the mountains and a sunrise appear with blue and yellow backgrounds.)

Illuminating new adventures, new paths, and new opportunities. (Two images: in the foreground, a bespectacled woman with a short bob hairstyle smiles broadly. She’s dressed in business casual and standing in front of a white desk, a wall covered with sticky notes, and a metal briefcase. In the background, a young mother and father play with their young son among empty cardboard boxes. The father is bald with a dark beard and seated behind them. Mother has long dark hair and is pushing her son in a cardboard box in what appears to be the house they’ve just moved into. The son has his hands in the air and appears overjoyed as his cardboard car slides across the hardwood floor. Beyond these photos, the mountains and a sunrise appear with blue and yellow backgrounds.)

As you follow the sun toward your dreams and desires, building the future you hope for, and becoming who you were meant to be. (Two images: in the foreground, three middle-aged men appear to be working together in a library or an office with bookcases. They assemble around a table that is strewn with books and an open laptop. These gentlemen appear to be enjoying working together. In the background, a middle-aged woman with hennaed hair stands with a pair of binoculars in what appears to be a sylvan area. She is wearing a plaid shirt and a blue puffy vest. Outside of these images, the mountains and a sunrise appear with yellow background.)

As you follow the sun toward your dreams and desires, building the future you hope for, and becoming who you were meant to be. (Two images: in the foreground, three middle-aged men appear to be working together in a library or an office with bookcases. They assemble around a table that is strewn with books and an open laptop. These gentlemen appear to be enjoying working together. In the background, a middle-aged woman with hennaed hair stands with a pair of binoculars in what appears to be a sylvan area. She is wearing a plaid shirt and a blue puffy vest. Outside of these images, the mountains and a sunrise appear with yellow background.)

It's an honor to walk with you. (In a vast hilly area covered in grass and the mists of early morning, we see the silhouette of three cyclists giving each other high-fives. The cyclists are wearing helmets. In the distance, the sun has risen to illuminate a beautiful morning. Outside of this image, the mountains and a sunrise appear with yellow background.)

It's an honor to walk with you. (In a vast hilly area covered in grass and the mists of early morning, we see the silhouette of three cyclists giving each other high-fives. The cyclists are wearing helmets. In the distance, the sun has risen to illuminate a beautiful morning. Outside of this image, the mountains and a sunrise appear with yellow background.)

Wishing you all the best in this New Year. (This text is surrounded by the rest of the mountain illustration.)

Wishing you all the best in this New Year. (This text is surrounded by the rest of the mountain illustration.)

Share |

Have A Question?

Get Financial News & Updates Delivered to Your Inbox

Experience Matters

As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your ... Learn More

Latest Blog Post

What Investors Need to Know About FDIC Insurance and SIPC.

March 22, 2023

About the U.S. Banking SystemWith recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring...

Your Monthly Market Newsletter, March 2023

March 03, 2023

Welcome to March, a time for renewal and growth, a time we look forward to spring, a time when the days growing longer and the weather beginning to warm. Unfortunately, February’s market performance feels more like atrophy, not...

2022 Contribution Limits

February 21, 2023

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs),...

Featured Team Member

Cindy Bryant, CFF®, CRPC®, RFC®
Managing Partner

“Everyone has a unique relationship with money, and it is fascinating learning the reasons why,” says Cindy Bryant, Momentum Financial Partners co-founder. “When I look back at my childhood and my own relationship...

Brett Fallon CFF®, CRPC®
Managing Partner

Brett is a Certified Financial Fiduciary® and a Chartered Retirement Planning Counselor® specializing in helping families that are facing transitional events.

Andrea Bryant
Director of Client Services

“I love my job because no day is ever the same. My job challenges me each day in different ways, so it is never boring. We work with some pretty amazing people!” Director of Operations Andrea Bryant says. Andrea has over 15...

Matthew Jones
Certified Financial Fiduciary®

“It’s fulfilling to help our clients. My job is interesting, challenging, and unique. There’s never a dull moment,” says Financial Planning Specialist, Matt Jones. “The atmosphere feels like family.”...

Marcus Moran
Medicare Planning Specialist

“Every year, the complexity of Medicare is put on display when seniors choose their Medicare plans for the following year.” said Marcus Moran, Medicare Specialist at Momentum Financial Partners. “People make mistakes,...

Donna Jewett

Donna Jewett will be the first to tell you she prefers to keep things real. It’s what makes her a really effective estate and trust lawyer. Direct, genuine, highly-informed and compassionate – these are the qualities that...

Michelle Boncel

AMB Consulting Services WebsiteAfter 14 years of working in public accounting and industry, I started AMB Consulting Services to create a custom accounting firm to help small business owners and entrepreneurs succeed in their...

Glenda Redman, CSA

Glenda Redman, Certified Senior Advisor (CSA)®, CDPServing Phoenix, AZ (Ahwatukee, Phoenix, Tempe, Paradise Valley, Scottsdale, and Cave Creek)Glenda brings an abundance of positivity and warmth to the Options for Senior Living...