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.
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.
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.
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