We can assist clients at any level to develop a goal-oriented financial strategy and ultimately put that plan into motion. Our comprehensive counseling process goes well beyond a simple broker relationship. Momentum Wealth Strategies, LLC's boutique service model focuses on nine (9) planning areas: • Risk Planning - Life & Disability Protection • Investment Planning & Asset Allocation • Retirement Planning & Educational Planning • Employee Group Benefits • Financial Literacy Training • Executive Benefits • Estate and Legacy Planning • Charitable Planning • Business Succession & Exit Planning Mark Howard is licensed to sell insurance through New York Life Insurance Company and may be licensed with other independent unaffiliated insurance companies. Mark is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Additionally, Mark Howard is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. I am not licensed in all jurisdictions. AR ins lic #16983921. CA ins lic #0J04069. 5005 LBJ Fwy, Suite 1600, Dallas, TX 75244, (972) 387-2929. Neither Momentum Wealth Strategies nor New York Life Insurance Company or its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Momentum Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
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