Momentum offers turn-key tax planning, wealth transfer, estate, charitable, and insurance services to families, institutions, and their advisors as they seek to initiate the planning process or build “additions” on an already significant set of planning strategies. 

Founder & CEO Joshua Coleman speaks about the origins of Momentum Advanced Planning, its primary lines of business, and how working with Momentum benefits our clients. 


WHAT IS ADVANCED PLANNING?

 

Navigating the complexities of family and institutional planning can be challenging.  No two paths are the same.

There are 2 types of planning: core and advanced.  Core is foundational.

Advanced planning is the universe of options for customizing a core plan, adding dimension and scope. 

Core Planning Core planning establishes the basic building blocks for a family or business

Core Planning

Core planning establishes the basic building blocks for a family or business

Advanced Planning Advanced planning establishes or reinforces the core, then customizes additional solutions to meet the unique needs of the clients

Advanced Planning

Advanced planning establishes or reinforces the core, then customizes additional solutions to meet the unique needs of the clients


OUR METHODOLOGY

We welcome the chance to turn challenges into actionable insights and future performance.

We find the highest-value opportunities, assemble a team of external experts, and manage each case from top to bottom.

 

 

 

Learn more about our process >

SUCCESS STORY

Our clients, a married couple who operate a successful distribution business, were seeking to address significant advanced planning challenges:

  • Tax mitigation
  • Preparation for succession
  • Consistent retirement income
  • Charitable giving strategy

 

 

Read the case study here >