Momentum Advanced Planning collaboratively develops forward thinking strategies and navigates clients and their advisors through virtually any planning need they face.

PRIMARY LINES OF BUSINESS

Advanced Tax Planning

Estate and Income Tax Planning

Our ATP practice primarily aims to reduce ongoing corporate and personal taxes (income and estate).

Charitable Giving

Charitable planning encompasses the utilization of vehicles that provide a financial benefit to a charitable organization, while benefiting the donor from a tax perspective.

 

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Actuarial Design

Our actuarial design practice specializes in qualified plan design, captives, and ESOPs.

This group of solutions provides a variety of options to the family or institution to defer or shelter assets from taxes.


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Insurance Architecture

Our insurance practice is the combination of a sophisticated product design and institutional implementation.

 

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