Your Retirement, Your Way
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As a Registered Financial Consultant® and President of a Money Concepts Financial Planning Center, James A. Hopper, RFC® is surrounded by a tremendous team. As a member of the MOMENTUMgroup Region of Money Concepts, Jamie has unlimited access to a multi-generational, experienced organization to help him assist his clients in the best ways possible.
The MOMENTUMgroup uses a team approach in developing financial plans for our clients. Although we are independent contractors, we are never by ourselves. This team approach ensures that we are making suggestions that are in our clients’ best interest by using our total experience and education to manage the particular needs, goals and risk tolerances of each individual client and family. We also have a great independent insurance team on our side to help us stay up to date on insurance products, and to have a direct relationship with underwriters so we know exactly which top-rated companies will be best suited to the unique situations of every client.
As an independent contractor of Money Concepts, Jamie has unlimited access to some of the best training and technology in the industry. This affiliation and his membership with the MOMENTUMgroup allows him access to a tremendous back-office team for administrative assistance, compliance, and marketing.
Welcome To The Journey!
Why Choose Us?
We are not your typical financial services firm. We're a full-service hub committed to providing you with the tools and services you need to succeed, the freedom to chase your goals, and the support to back you up. You want to strengthen your business, create new connections, and increase your profits; we aim to help you achieve all that and more.
The company you choose to work with should, above all else, want to see you succeed, and that’s precisely what we want for you, and that’s precisely why you should choose to work with us.
Welcome to The Summit!
Welcome to the Summit! It's important to remember that climbing to the pinnacle is a round trip. Making it to the top is only half the journey. In fact, the most dangerous and challenging part of the journey is the descent. The Summit is a program that helps you identify real wealth and address not only your money and income, but protecting your assets from an extended healthcare event and leaving a legacy. This is accomplished by focusing on critical elements that will reduce anxiety and allow you to live a less stressful life.
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