Heartbeat of everything we do!
Our Valued Clients
Our clients are more than just business partners—they are the heartbeat of everything we do. We are dedicated to providing personalized, forward-thinking solutions that align with their unique goals while fostering relationships built on trust, integrity, and mutual success.
Our Team of Financial Professionals are Here to Help Every Step of the Way.
Navigating Your Financial Journey Together
With a team of licensed financial professionals by your side, you'll have the insights and guidance needed to navigate your financial goals throughout your unique journey.
While other advisors may be asked to promote specific products, we are independent. This independence allows us to tailor your financial plan to meet your specific needs without limitations or outside influences. Our affiliation with Money Concepts International provides us with the freedom, network of support, and education needed to best assist you in achieving your goals.
If we are not yet partners, reach out to us and share your journey!
While other advisors may be asked to promote specific products, we are independent. This independence allows us to tailor your financial plan to meet your specific needs without limitations or outside influences. Our affiliation with Money Concepts International provides us with the freedom, network of support, and education needed to best assist you in achieving your goals.
If we are not yet partners, reach out to us and share your journey!
Welcomed, Empowered, and Inspired to Grow.
What to Expect When You Visit Our Offices —
When you visit the Money Concepts MOMENTUMgroup offices, you'll be warmly welcomed by a dedicated team eager to share the culture, vision, and resources that set us apart. From the moment you arrive, you'll experience a spirit of hospitality and collaboration as you explore how we support financial professionals through innovative tools, transparent guidance, and a strong sense of community focused on client success.
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Our online tools deliver instant, efficient access to essential resources, enhancing the capabilities and service experience for all users.
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Will you outlive your retirement income? Are your financial expectations for the coming year realistic?
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.
December
HOT TOPIC: The Shutdown is Over: What Now?
Balancing Life in the Sandwich Generation
Beneficiary Designations: Who Gets the Money?
Closed-End Funds May Offer Higher Income
Life Insurance for Two
Unpacking the Real Limitations on Unlimited PTO
November
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
Are You Prepared for the High Cost of Dying?
What Happens to Your Time Horizon at Retirement?
Navigating Medicare Open Enrollment
Consider Roth for Tax-Free Income
Avoiding Probate with a TOD Deed and TOD Account
October
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
Life Insurance Might Help During Turbulent Economic Times
How Has SECURE 2.0 Affected 401(k) Plans?
Three Ways to Help Build Financial Resilience
Could Employee Ownership Be Part of Your Succession Plan?
Grocery Games: Strategies to Help Stretch Your Food Budget
September
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Consider Munis for Tax-Free Income
Navigating Financial Conversations with Aging Parents
Voluntourism: A Vacation That Makes a Difference
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
Why Renters Should Have Their Own Insurance
August
HOT TOPIC: What’s in the New Tax Legislation?
Have You Set a Retirement Savings Goal?
Buying a Condo? Focus on the Financials
Investing with Market Cap in Mind
How Savers and Spenders Can Meet in the Middle
Home Appliance Economics
July
HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
Will You Pay a Medicare Surcharge?
Fine-Tuning with Sector Funds
Peer-to-Peer Payments Are Popular, but Be Careful
Individual Bonds vs. Bond Funds: What’s the Difference?
Important Tax Breaks for Pass-Through Businesses
June
HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
Versatile 529 Plans Can Help with More than Just College
Life Insurance in Retirement
Catch Up for a More Comfortable Retirement
Look Out for Observation Care
Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
May
HOT TOPIC: Tariffs Drive Market Volatility
ETFs Are Closing the Gap with Mutual Funds
Debt After Death: What Happens to Debt When Someone Dies?
Playing Fair: New Consumer Protections for Airline Passengers
QLACs: Your Retirement Accounts Can Act Like Pensions
Concerned About Cyberattacks? The Threat Is Real
April
HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
Are You Missing the Bull’s-Eye with a Target-Date Fund?
Breaking Down the Numbers: The Soaring U.S. National Debt
Cancer Happens: Insurance Can Help Fortify Your Finances
Traditional or Roth Contributions? Think It Through for Future You
The Four-Day Workweek: Is It Destiny or a Distant Dream?
March
HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
Key Retirement and Tax Numbers for 2025
Accounts for Two: A Team Approach to Retirement Savings
Phased Retirement Can Help Smooth the Transition
Could There Be a Shift from Growth to Value?
Read a Good Beige Book Lately?
February
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions
Three Market-Moving Economic Indicators to Watch
Financial Safety Nets: Exploring Available Sources of Emergency Funds
What’s New for 2025?
Indexed Annuities: Potential for Growth with Some Downside Protection
Is Tip Fatigue Wearing You Out?
Discover What Makes Us Different
We use a comprehensive approach to wealth management. Our systems, procedures and techniques have been refined by years of experience helping make us an efficient and productive wealth management company.
Connecting Visions, Empowering Futures!
Let's Connect!
Navigating the world of finance is a continuous journey, and we're committed to being by your side at every stage. Whether you're a client, financial professional, or institution, our team is here to provide the support and clarity you need. Have questions or need assistance? Connect with us, and one of our dedicated professionals will be in touch to guide you further.
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Independent advice. Meaningful relationships. Clear direction.
Personalized Financial Guidance That Grows With You
Clients choose Money Concepts because they want more than cookie-cutter advice—they want a personalized, forward-thinking approach to building and managing wealth. With independent advisors focusing on relationships instead of proprietary products, Money Concepts delivers financial guidance reflecting each client’s unique goals, values, and life path. From planning to investment management, the approach is broad, flexible, and built to adapt as life changes, helping clients move forward with clarity and confidence.