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MOMENTUM FINANCIAL®

4500 Cascade Rd SE

Ste 200
Grand Rapids, MI 49546
(616) 965-2702

"Someone is sitting in the shade today because someone planted a tree a long time ago." 

- Warren Buffett


How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Strategies Tailored To Your Family's Needs

At Momentum Financial®, we can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


We have years of experience in financial planning and can help you address your needs of today as well as your plans for the future. We look forward to working with you.

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