Momentum Wealth Strategies

We are able to assist clients at any level to develop a goal-oriented financial plan, and then ultimately to putting that plan into motion. Our comprehensive financial counseling process goes well beyond a simple broker or advisor relationship. Momentum Wealth Strategies, LLC’s, boutique service model focuses on nine planning areas:

• Risk Planning – Life & Disability Protection
• Estate and Legacy Planning
• Investment Planning & Asset Allocation
• Retirement Planning & Educational Planning
• Cash Flow Planning
• Executive Benefits & Company Structures
• Financial & Charitable Planning
• Business Succession & Exit Planning

Of course we often provide assistance and consultation on many other issues for our clients as the relationship develops. As your trusted Financial Services Professional, we would serve as CFO for you and your family ensuring that all areas of your financial well being are aligned to achieve your goals efficiently and effectively.

We are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of TX, GA, NC & KS. No insurance business may be conducted outside this/these state(s) referenced. Additionally, I am Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of TX, GA, NC & KS. No offers may be made or accepted from any resident outside the specific state(s) referenced.  12201 Merit Drive, Suite 1000, Dallas, TX 75251 | (972) 387-2929. Neither Momentum Wealth Strategies, LLC, nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Momentum Wealth Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.