Merrit Strunk discusses Momentum Financial’s Proprietary LifeYield Process to help clients reach their dreams and goals. They have developed and refined a proprietary process primarily for retirement-minded individuals and families to maximize income and minimize taxation. By engaging in their process, they gain a deeper understanding of what they want and need to do to help increase the probability of their successful financial outcome.
Listen to the interview on the Business Innovators Radio Network:
Merrit says: “preparation for your lifetime financial journey is paramount to achieving a successful retirement. You can structure a ‘work optional’ lifestyle by properly focusing on the end goal of planning for expenses and wealth-building. This builds “a moat” around your financial life, helping to mitigate the factors that can derail a retirement and helps you to achieve your desired retirement goals.”
Wealth Management Requires a Panoramic Approach
Wealth management uses processes, services, and products to grow, protect, utilize and disseminate wealth. Effective wealth management requires a united team of professionals working together across multiple financial service industries. Momentum incorporates financial advisors, Certified Financial Planners®, attorneys, Certified Public Accountants, and insurance specialists to provide an all-encompassing approach to wealth management.
Momentum Financial Investment is an advisory firm that has achieved a Certified Financial Fiduciary® Certification recognized by FINRA, which is the standard of excellence for Fiduciary Advice and the highest level of regulatory standards in the financial advisory industry.
The fiduciary duty standard requires Momentum to adhere to heightened levels of due diligence and feasibility requirements, helping ensure every investment selection is not only soundly managed but is appropriate for each individual client’s portfolio. Momentum financial advisors are exclusively focused on serving the best interest of their clients.
Merrit is the author of the book “Your Retirement (UN)Broken: Your Retirement May Be Broken…You Just Don’t Know It – Yet”, in which he offers inspirational advice on how to enjoy life to its fullest. This insightful book teaches the four reasons why so many people retire broke and stressed and how to change the future of retirement.
About Merrit Strunk
Merrit is an Investment Adviser and Certified Financial Fiduciary (CFF). He has been a business leader all his life and is the creator of the Momentum LifeYield Process. He has also traveled around the world speaking on Business, Marketing, Financial and Personal Achievement. Merrit has always been passionate about financial planning. This is precisely why he started Momentum. Merrit is proud to be a fiduciary and the role he plays in helping his clients work towards better financial outcomes.
Learn more: https://momentumfsgroup.com/
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