70% OF ALL THE SCHOOL DISTRICT EMPLOYEES WE'VE HELPED WERE OVERPAYING THEIR FEDERAL TAXES!
Determine if you are OVERPAYING your taxes by taking advantage of Momentum Financial’s complimentary paycheck tax analysis, TODAY!
Complete the form and GET INFORMED!
We will help you recover and convert your federal tax savings into a retirement income stream.
Years
Years
Thus qualifying to receive only 69% of their highest five year average income.
The average monthly retirement income after taxes and health insurance is $2,950.
MISSION STATEMENT
To ensure every school district employee retires with maximum benefits via prudent planning and proper execution.
Financial Literacy
We are committed to increasing your financial I.Q. Thus equipping you with basic knowledge to make sound financial decisions and discernment to repel advice that doesn’t “quite” sound right.
FINANCIAL LITERACY PLEDGE
Momentum Financial Literacy Pledge
We Pledge to:
- Provide access to our Financial Wellness Center which is a vast resource of financial topics, videos and calculators.
- Email letters monthly regarding various financial related topics in an easy to understand format.
- Call you quarterly for a financial plan checkup.
- Meet you annually for an account review to ensure we stay on course and make financial plan adjustments as needed.
Momentum Financial relies on our team to achieve ultimate success. Our team consists of Attorneys, Accountants, Relationship Managers, Account Managers and various support staff to ensure our Financial Advisors provide the best service for you. We are confident that after speaking with our financial advisors, you'll have all the knowledge you need to create a prosperous tomorrow.
About us
The Momentum Financial Group in Stafford, TX, has been providing our clients with successful retirement strategies for more than twenty years. We are an independent agency that concentrates on secure fixed-income products for educators and their family members.
OUR OFFER'S
We currently service clients in all school districts listed below
Our clients include Teachers, Superintendents, Administrators, Athletic Directors, Coaches, Building Engineers…. If you work for a school district, we can help. Help us add your school district by joining the Momentum Financial Group today!
Houston TX Area Schools
- Aldine isd
- Alief ISD
- Angleton ISD
- Bay City ISD
- Brazosport ISD
- Channel View ISD
- Clear Creek ISD
- Region 4
- Cleveland ISD
- Columbia – Brazoria ISD
- Conroe ISD
- Crosby isd
- Cypress-Fairanks ISD
- Dayton ISD
- Deer park isd
- Dickinson ISD
- Fort Bend ISD
- Friendswood ISD
- Galena Park ISD
- Goose Creek ISD
- Hempstead ISD
- Houston isd
- Harris County Dept. Of Education
- Huffman ISD
- Humble ISD
- Katy ISD
- Klien Isd
- La Marque ISD
- Lamar CISD
- Magnolia ISD
- Montgomery ISD
- Needville ISD
- Pearland ISD
- Royal isd
- Sheldon ISD
- Splendora ISD
- Spring Branch ISD
- Spring ISD
- Stafford MSD
- Sweeny ISD
- Tomball ISD
- Van Vleck ISD
- Waller ISD
- Willis ISD
Beaumont Tx Area Schools
- Beaumont ISD
- Port Arthurr ISD
- West Orange- Cove Consolidated ISD
- Port Neches ISD
- Nederland ISD
Lerado TX Region
- Leredo ISD
- Zapatha ISD
- Eagle PASS ISD
- Corpus Christi ISD
- United ISD
Tennessee
- Shelby County Schools
- Fayette County Schools