How does the advisor help clients – Key Takeaways:
MOMENTUM FINANCIAL PLANNING LLC offers financial advice and planning services to clients to help them achieve their financial goals. They specialize in creating personalized financial plans tailored to each individual’s needs and objectives. The firm believes in building long-term relationships with clients and providing them with ongoing guidance and support.
Facts and Insights
MOMENTUM FINANCIAL PLANNING LLC was founded in 2012 and has been in business for 9 years. The firm has a team of experienced and knowledgeable advisors who have expertise in various areas of financial planning, including retirement planning, investment management, and tax planning. They use a client-focused approach to provide customized solutions to clients.
The firm has over $500 million in assets under management and a team of 10 advisors. This allows them to provide personalized attention and a high level of service to each client. MOMENTUM FINANCIAL PLANNING LLC prides itself on its transparent and ethical practices, ensuring that clients’ best interests are always the top priority.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2012 | $500 million | 10 |
Financial Services Offered
MOMENTUM FINANCIAL PLANNING LLC offers a wide range of financial services to help clients achieve their goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Life insurance and long-term care planning
- Education planning
- Debt management
Client Types
MOMENTUM FINANCIAL PLANNING LLC serves a diverse clientele, including individuals, families, small business owners, and retirees. Their personalized approach allows them to cater to the unique needs and goals of each client. They also work with clients at different stages of life, whether they are just starting their careers or preparing for retirement.
Fees & Compensation
MOMENTUM FINANCIAL PLANNING LLC operates on a fee-only structure, which means they are compensated by clients through a set fee for their services. This fee is typically a percentage of the assets under management, ensuring that the firm’s interests are aligned with those of the client. They do not receive any commissions or incentives for recommending specific products or investments, promoting transparency and objectivity in their recommendations.
Background
The team at MOMENTUM FINANCIAL PLANNING LLC has decades of combined experience in the financial industry. They hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows them to offer comprehensive and well-informed financial advice to clients. The firm also stays updated on industry trends and market conditions, ensuring that their strategies are always relevant and effective.
Financial Advisor Disclosures to Know
As a registered investment advisor, MOMENTUM FINANCIAL PLANNING LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record and have not faced any regulatory or legal issues. The firm is committed to upholding the highest ethical standards and providing transparent and honest services to clients.