Our practice uses a client-centered process that involves designing and implementing customized financial reviews, estate planning, and business exit planning solutions. Our primary responsibility is to guide our clients through the planning process focusing on execution while providing a level of unparalleled service. We are able to assist clients at any level to develop a goal-oriented financial strategy, and then ultimately to putting that plan into motion. Our comprehensive counseling process goes well beyond a simple broker relationship. Momentum Wealth Strategies, LLC's, boutique service model focuses on eight planning areas: • Risk Planning - Life & Disability Protection • Investment Planning & Asset Allocation • Retirement Planning & Educational Planning • Executive Benefits • Estate and Legacy Planning • Charitable Planning • Business Succession & Exit Planning As your trusted Financial Services Professional, we would serve as CFO for you and your family ensuring that all areas of your financial well-being are aligned to achieve your goals efficiently and effectively. Mark Howard is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Mark Howard is a Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, and a New York Life Company. I am not licensed in all jurisdictions. AR ins lic #16983921. CA ins lic #0J04069. 12201 Merit Drive, Suite 1000, Dallas, TX 75251 | (972) 387-2929. Neither Momentum Wealth Strategies, LLC, nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Momentum Wealth Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.