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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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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...

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

The AmeriFlex Group Form CRS and hyperlink is https://ameriflex.com/wp-content/uploads/2020/07/TAG-Form-CRS.pdf

Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance Services offered through Momentum Financial Partners, LLC independent of SPF.

IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Contact

Momentum Financial Partners
Office: (480) 237-5787
Toll-Free: 877-358-7686
Mobile: (602) 691-6151
Fax: (480) 237-5788

60 E. Rio Salado Parkway
Suite 1201
Tempe, AZ 85281

team@momentumfp.net

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