My Services

Momentum Independent Network Inc. (MIN) is an independent broker/dealer that supports independent registered representatives in their quest to provide high-quality service to their clients. Through  MIN and its affiliates, independent advisors can provide a wide array of investment products and services including:

Investments                                                          
-Stocks                                           
-Bonds
-Mutual Funds
-Annuities
-Life Insurance

-Unit Investment Trusts

 

Investment Management
-Asset Allocation Analysis
-Portfolio Evaluation
-Retirement Plans
-401(k)s, Profit-Sharing Plans, IRA Rollovers
-Money Mangement

 

Financial & Estate Strategies
-Retirement Income Planning
-Educational Funding Forecasting
-Risk Tolerance and Diversification Analysis
-Cash Flow Analysis
-Estate strategies
-Succession Planning