Few words about us
About us
The Momentum Financial Group specializes in retirement savings and planning for the K-12 public and private educator market. Since our inception, we have stood fast to our mission statement: To ensure every school district employee retires with maximum benefits via prudent planning and proper execution. Based in Stafford, TX with regional offices in Beaumont, TX , Corpus Christi, TX and Memphis, TN, we have enriched the lives of 3000+ clients and their family members. How we define our goals and values is important to us, which is why our mission statement is predicated on the belief that a disciplined approach focused on economic fundamentals, guaranteed growth, financial literacy, and outstanding customer service will produce financially educated clients with solid, lasting investment returns.
Accountability Statement
The Momentum Financial Group values its clients and is committed to effective communication. We consistently provide relevant and current financial information to ensure that the financial literacy of our clients steadily increases. Expect accountability from everyone at our firm–from the representative you trusted with your account, from the office administrator who services your account, and from the CEO who oversees the firm.