We can assist clients at any level to develop a goal-oriented financial strategy and ultimately put that plan into motion. Our comprehensive counseling process goes well beyond a simple broker relationship. Momentum Wealth Strategies' boutique service model focuses on nine (9) planning areas:
• Risk Planning - Life, Long-Term Care & Disability Protection
• Investments
• Estate and Legacy Planning
• Retirement Planning & Educational Planning
• Employee Group Benefits & Financial Literacy Training
• Cash Flow Planning
• Executive Benefits & Company Structures
• Charitable Planning
• Business Succession & Exit Planning
As your trusted Financial Adviser, we would help to ensure that all areas of your financial well-being are aligned to achieve your goals efficiently and effectively. In addition to being a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Mark's CA insurance license number is 0J04069, and his AR license is 16983921.
5005 LBJ Fwy, Suite 1600, Dallas, TX 75244 | (972) 387-2929. Neither Momentum Wealth Strategies, nor New York Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Momentum Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
