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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


The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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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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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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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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