Your Path to Retirement Planning...

No one enjoys losing sleep over financial fears, especially when they’ve spent the better part of their lives working hard and trying their best to save for the future.

The desire to give your children and grandchildren a better start in life motivates you to work, but working all the time takes you away from your family, church community, and hobbies.

Fortunately, the solution to these frustrations is closer than you might think.

Plan with us at Momentum Private Wealth Management

Money Doesn't Equal Wealth

Most people who worry about money, retirement, and post-retirement living don’t ask for much in life, and you probably don’t either. Perhaps you want to take a vacation to Europe once a year, give your grandchildren nice gifts on their birthdays, and maybe even invest in a vacation home in another state. You don’t want to be rich, but you do want to be financially successful, and you don’t want to obsess over every single purchase.

After all these years of hard work, retiring a few years early would be a nice reprieve, too. If these things seem so close, yet somehow still far away, you are certainly not alone.

The truth is that you already have the income to make these things happen, but unless you have studied tax codes, compound interest, and asset management, you are probably missing out on some major investment opportunities.

After all, money pays the bills, but it’s wealth that will provide you with peace of mind. You have plenty of income, but you aren’t sure what to spend or what to save. Even the talking heads on daytime entertainment shows can't help you how much to invest or where to invest it because they don’t know you and your personal financial situation.

This is why Momentum Private Wealth Management was founded. We want to get to know you on a personal level and help you turn your hard-earned money into wealth you can count on.

How Wealth Management Services Can Help

With so much chaos and deceit in today’s world, it’s easy to understand why you may be distrustful of wealth management services and financial advisors. In fact, maybe you’ve tried to hire a firm only to find yourself frustrated by the lack of communication or the high fees. However, if you really want to reap the benefits of your years of hard work, having access to a financial expert who has the CERTIFIED FINANCIAL PLANNER™ Professional designation is critical. That’s where Momentum Private Wealth Management excels.

You’ve worked hard for decades, and you deserve to live the life you have dreamed of. You deserve the peace of mind and confidence that comes from having funds in your savings account and the ability to celebrate your retirement on your terms. Momentum Private Wealth Management can help you achieve all of these goals and more. We have built our entire business on transparency and trust, and our passion is helping people just like you live happier, fuller, more financially successful lives.

Your money shouldn’t be the source of your worries. Instead, it should be a tool that you use wisely to live your life on your terms. Stop spending sleepless nights worried about retirement and start enjoying time with your family, creating memories with your friends, and taking those vacations that you have worked so hard to earn. Contact us today to schedule a meeting and discover why so many people trust Momentum Private Wealth Management with their financial needs.

OUR CLIENTS

At Momentum Private Wealth Management, we assist clients in all stages of their earning and saving financial cycle. Are you a technology professional wondering how best to diversify your portfolio? Are you a young professional just starting out and you’re not sure where to even begin? Or are you nearing retirement and wanting to re-evaluate your plans or make sure things are heading in the right direction?

Whether you fall into one of these categories or none of these, our purpose is to work with you and your individual situation to assist you in achieving your short and long-term financial goals so you can focus on living for your future.

Momentum Private Wealth Management is here to help you PLAN. INVEST. LIVE.

Ready to take the next step in your financial future?