Established Investors

I’m Ready to Prioritize My Investments

You’re moving toward retirement and are comfortable with where you are financially, but you want to make sure your future is secure and your money is wisely invested. How can you be sure that you’re completely set for retirement? Are you prepared to handle possible long-term care needs? Do you know how much you can afford to gift your children or charitable organizations?

Reworking your investments and prioritizing spending can help you live out your golden years with confidence.

Knowing When and Where to Make Changes

You have a system in place to keep your investments on track, but you’re not certain your methods are perfect and you want to make smart changes to put that hard-earned money to work.

Secure your future. Turn big plans into action.

You’ve worked hard. Now is the time to use that hard-earned money to secure your future and enjoy the sweat, and financial, equity. We’ll help you put together a plan that secures your future and gives you the confidence to bring those long-term dreams to life. Whether it’s starting a charity, traveling, or creating a plan to help future generations.

Your Goals.

Our Guidance.

We think the best-laid plans are the ones you help build.

Our process puts you in position to turn your financial dreams
into concrete plans and your future reality.

Financial Life Mind Map

We create a visual map of where you are today, where you want to be in the future, and how we can help you reach your goals.


Let’s uncover your hopes, dreams, and goals. We ask A LOT of questions to create a list of clear steps that define each part of the process.


Now it’s time to review the action plan. We present timelines, priorities, and milestones along the way. You let us know if we hit the mark.


You receive a customized strategy to meet your financial goals. If you choose, we help you execute that strategy for your entire life’s journey.

Your Future Begins Now. Are You Ready? 


The next phase of life is arriving and you want to be prepared to enjoy it. Now is the time to explore your options, seek expert advice, and make the changes to your investment profile to comfortably move towards enjoying all those years of hard work. Whatever your goals – from travel to providing financial security for the next generation – we are here to help set your plans in motion.

How far will your savings take you?

Use our calculator to find out if you’re prepared for the long haul.

*This calculator is for illustrative purposes only and is solely derived from user inputs using the following assumptions: 4% annual drawdown, 4% annual return, monthly compounding, no taxes, no inflation. It should not be construed to imply any specific rate of return on any investment, as investments are not guaranteed and may decline in value. Past performance is not indicative of future returns.

Per Year


I’ve saved $ in retirement assets. Based on a conservative portfolio, I can expect to receive $40,000 of income per year, before taxes.



Don’t delay in planning the next big step in your life. Momentum’s team is here to discuss your goals and put together an action plan to bring your vision to life. Get in touch with us today to create your plan for success.


Let’s Get Started