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(315) 980-7280
shaun@momentumstrategicwealth.com

Planning Today. Building Tomorrow.Build your financial momentum
Start moving. Stay Moving.

Money questions don't have to follow you around. We work with real people at every stage of their financial journey to build plans that hold up, so the people they care about are taken care of.

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Fiduciary Commitment

Every recommendation we make is required by law to serve your interests first, and we wouldn't have it any other way.

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Long Track Record

We've spent decades helping real people build financial plans that hold up, and that experience shows up in every conversation we have.

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Tailored Strategies

Your financial plan is built around your life, your goals, and your timeline, because a plan that doesn't fit you won't work for you..

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Who we helpPeople with real goals & Real stakes

We work with people who are serious about getting their finances right, wherever they're starting from.

Families

Families

Building financial security for the people who depend on you most.

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Pre-Retirees

Pre-Retirees

Getting the pieces in place before the window to act starts closing.

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Retirees

Retirees

Making sure the money you've saved works as hard in retirement as you did earning it.

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Business Owners

Business Owners

Balancing personal wealth and business finances while planning for what comes next.

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How we helpComprehensive solutions for every stage of life.

How we helpComprehensive solutions
for every stage of life.

We cover the full range of what most people need to get their financial house in order and keep it that way. Whether you're just starting to get serious or you're deep into planning for what comes next, we have the tools and experience to help.

Retirement Planning

Mapping out when you can retire, what it will cost, and how to make it last.

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Retirement Income Planning

Structuring your income in retirement so you're never guessing what's next.

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Wealth Accumulation

Growing what you have with a strategy built around your goals and your comfort level.

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Estate & Legacy Planning

Making sure your wishes are clear and your family is taken care of when the time comes.

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Wealth Transfer Planning

Moving assets to the next generation in a way that makes sense for your family.

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Financial Planning

Pulling the full picture together so every piece of your financial life is working in the same direction.

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Our ProcessCharting Your Course

Every step of how we work is designed to make sure the plan we build together is actually the right one for you.

1

Introduction Call

We get to know each other and decide together if we're the right fit.

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2

Discovery Meeting

We dig into where you are now and where you want to go.

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3

Plan Presentation

We walk through clear recommendations and make sure everything feels right to you.

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4

Implementation

We walk through clear recommendations and make sure everything feels right to you.

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5

Ongoing Reviews & Access

We check in regularly and remain available to you whenever you need us.

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Who we areThe Person Behind Your Plan

Who we areThe Person Behind Your Plan

Shaun Kimball has spent more than two decades helping real people make sense of their finances, and the reason he's still doing it is simple. He genuinely cares about where his clients end up, and that hasn't changed since day one.

  • Clients First, Always
  • Decades of Real-World Experience
  • Plans Built Around Your Life
  • Retirement and Legacy Planning
  • Guidance for Business Owners
  • Available When You Need Us

Contact usLet's Talk
about your plan.

The first step is a simple call to see if we're the right fit for each other. Reach out today and let's talk about where you are, where you want to be, and how we can help you get there.

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