4500 Cascade Rd SE

Ste 200
Grand Rapids, MI 49546

Planning Provided

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Using the MoneyGuidePro® planning software, we focus on your retirement goals to create a customized plan.  It’s easy to use, allowing you to make changes to your plan to immediately see the impact.

Momentum Financial®, LPL Financial, and MoneyGuidePro®  are separate entities