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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


What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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