Services
We support individuals and businesses with a full range of investment planning services:
Divorce Planning
A Certified Divorce Financial Analyst® (CDFA®) provides insight on how financial decisions during divorce may impact your future. We collaborate with your legal team to help protect your financial well-being.
Wealth Management
Tailored wealth strategies for individuals, families, family offices, charitable foundations, and endowments.
Retirement Planning
Plan for a confident retirement. We help you evaluate your savings goals, manage IRAs and employer-sponsored plans, and support you through retirement.
401(k) Rollovers*
Changing jobs or retiring? Consider rolling your savings into a Traditional or Roth IRA for easier management and more investment flexibility.
Tax Management**
We’ll help coordinate tax-efficient investment strategies, working with your current tax professionals or connecting you with trusted specialists.
Insurance Solutions
Access a range of options—Life, Long-Term Care, Disability, and Annuities—without needing to contact multiple carriers.
Securities-Based Lending
Use your investment portfolio to secure financing for business ventures, real estate, or personal goals—without liquidating your assets.
Banking Services
Through our affiliate, PlainsCapital Bank, we offer personal and business banking solutions.
Estate Planning**
We help review your wills, trusts, and beneficiary designations and collaborate with legal and tax professionals to preserve your legacy.
Education Planning
Explore smart investment strategies to help fund your children’s education.
Risk Management
Ensure your insurance coverage—including Life, Disability, and Long-Term Care—continues to meet your evolving needs.
Investment Services
As part of Momentum Independent Network, we offer access to a wide variety of investment products with unbiased guidance—no proprietary products.
Employee & Executive Benefits
Design competitive benefit packages to help your business attract and retain top talent.
Disclosures
* Rolling over an employer-sponsored plan may not be suitable for everyone. Consider potential tax implications, fees, and loan provisions. Please consult with us to evaluate your options.
** Momentum Independent Network does not provide tax or legal advice. Please consult with your tax or legal advisor for guidance specific to your situation.