Broker Check

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?
Learn More
The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
Learn More
Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn More

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.

Learn More

INTERESTED IN A FREE CONSULTATION?

Contact Us
Thank you!
Oops!