Broker Check

Momentum Financial

971 Spaulding SE

Suite A
Ada, MI 49301
(616) 965-2702

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

- Warren Buffett


Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn More

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
Learn More

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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
Name
Email
Phone
Question
Thank you!
Oops!