Services
We serve individuals and businesses in all areas of investment planning, including:
• Divorce Planning - A Certified Divorce Financial Analyst (CDFA®) professional is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing advice related to the financial issues of divorce. The role of the CDFA® professional is to help both the client and lawyer understand how the financial decisions made today will impact the client's financial future, based on certain assumptions.
• Wealth Management - We offer customized wealth management strategies to wealthy individuals and families, family offices, charitable gift programs, endowments and foundations.
• Retirement Planning - Make the most of your employer-sponsored retirement plan and IRA by letting us help you determine how much you will need to retire comfortably. We'll continue to help you manage your assets before and during retirement, too.
• 401(k) Rollovers* - Take your retirement savings with you when you change jobs or retire. This gives you investment flexibility and helps make managing your retirement savings easier. You can roll over your retirement savings into a Traditional or Roth IRA.
• Tax Management** - Having a tax-efficient portfolio requires planning—we can refer you to qualified tax specialists or work with your existing tax professionals.
• Insurance Needs – Life, Long Term Care, Disability, and Annuities. We offer a wide range of insurance carriers without the need to contact each one individually.
• Securities Based Lending - Maybe you see a rare chance to expand an existing business or acquire a new one. Perhaps you need a bridge loan for a project. Or, now seems to be the perfect time to finally buy that vacation home. A Securities Based Line of Credit can help you capitalize on life's opportunities and is flexible enough to meet almost any personal or business financing need. The loan is collateralized by securities within your Momentum Independent Network brokerage accounts, giving you increased borrowing power and highly competitive pricing. Rather than sell securities and disrupt your long-term investment plans, you can use your Securities Based Line of Credit for the liquidity you need to enjoy more of what life has to offer.
• Banking - Our banking products and services are offered through our affiliate, PlainsCapital Bank, which serves businesses and individuals.
• Estate Planning** - We can help you review your wills and trusts, identify beneficiaries, and present strategies that could help you preserve your estate for your intended heirs, plus we'll coordinate our ideas with your tax and legal advisors.
• Education Funding - Identify investment strategies that could help you pay for your children's education.
• Risk Management - Review existing insurance policies to help you determine if these continue to meet your unique needs for Long-Term Care, Life, and Disability Insurance.
• Investments - Momentum Independent Network offers a broad array of investment products and services. These resources—coupled with a Financial Advisor who is directly involved in the investment process—are the true benefits of working with us. Because our firm does not sell proprietary products, Momentum Independent Network Advisors offer truly unbiased advice.
• Employee and Executive Benefits - Helping your business attract and retain qualified employees through benefit packages.
*Rolling over an employer sponsored plan into an IRA is not suitable for everyone. tax implications, additional fees, and loan options may indicate an employer sponsored plan is more appropiate for some investors. Please call us so we can help with all available options prior to making a decision.
**Momentum Independent Network, does not provide tax or legal advice. Please consult your accountant, tax or legal advisor with regard to your individual situation.