WHAT WE DO We are financial services professionals who specialize in wealth accumulation, conservation, and distribution. Using the Dream Realization Plan, we help our clients save, protect, and invest assets throughout their lifetime. We offer retirement planning, financial guidance, and insurance protection to our individual clients. We utilize products and services designed to help our clients achieve their financial objectives so that they may enjoy a more meaningful and prosperous retirement. We also provide retirement plan compliance and administrative support to our employer clients. Through a team-based approach, our clients receive individualized attention, constant communication, and unparalleled service. WHERE WE CAME FROM In 1997, the Momentum Financial Group was founded by two financial services professionals with one defining mission statement: "To ensure every educator retires with maximum benefits via prudent planning and proper execution." With Primary markets in Texas and Tennessee, our firm has grown to become a leading provider of retirement planning services for educators and their family members. We believe a financially literate client will make wise financial decisions and live a meaningful, prosperous life.