Momentum Financial Services core business is providing effective financial management.
As entrepreneurs, and investors, we have a combined 75 years of experience in operations and providing financial services. This includes assistance in developing and
implementing sound strategies and practices to enable family stakeholders to maintain control of all the financial aspects of their lives.
We take the guesswork out of the planning process by taking a comprehensive approach to implementing, measuring, and monitoring a coordinated financial plan.
A sound financial strategy goes beyond tracking investments. Our financial services emphasize proactive tax strategies and family budgeting; ensuring that your family has adequate insurance coverage and planning for your retirement or succession in your business.
Our services
We offer an array of financial services needed to conduct a secure, long-term financial strategy, including the basic building blocks of a financial plan or a family office: retirement planning, estate planning, education planning, and risk management..
We understand that financial planning is not a 40-yard dash but a marathon. We take a long-term, comprehensive approach to creating and monitoring a financial plan for you. This goes beyond just tracking and establishing the best investments for you.
One of the main elements of this strategy is estate planning. An adequate structure with trusts and/or foundations will allow you to transfer your estate seamlessly without paying a penny more than you need or having any headaches.
We want to see you thrive and have a successful financial future. We have experienced specialists who have worked with venture capitalists, financial managers, and high-net worth individuals. We’re here to make those strategies available to you.
Momentum Financial Services is your go-to investment advising firm when planning your financial future.
Expertise in Start-up Financial Planning
Momentum Financial Strategies specializes in working with start-ups, understanding their unique financial challenges and opportunities. They have extensive experience in developing financial plans tailored to the needs of new businesses.
Comprehensive Financial Analysis
The company conducts a thorough analysis of the start-ups financial situation, taking into account revenue projections, expenses, and potential funding sources. This analysis helps identify potential risks, opportunities for cost-saving, and areas of financial growth.
Customized Financial Strategies:
Momentum Financial Strategies creates customized financial strategies aligned with the start-ups business goals and objectives. They consider factors such as cash flow management, budgeting, tax planning, and funding options to ensure the financial health and sustainability of the business.
Access to Industry Insights
The company stays updated with the latest trends and best practices in the start-up ecosystem. They can provide valuable insights and advice on industry-specific financial strategies, helping the start-up navigate potential challenges and capitalize on emerging opportunities.
Risk Management and Compliance
The company assists start-ups in implementing robust risk management strategies, ensuring compliance with financial regulations and legal requirements. They help establish internal controls, implement financial reporting systems, and mitigate financial risks associated with start-up operations.
Long-Term Partnership
The company aims to build a long-term partnership with start-ups, supporting them not only during the initial stages but also as they grow and scale. They provide ongoing financial advisory services, adapting strategies to changing business needs and market conditions.
Philanthropy
Your wealth can be used in many ways, in giving to causes that are important to you.
Our services will provide you with guidance in developing a donation strategy as well as formation of a charitable organization and ongoing management and administration
You have the power to make a positive change in the world in a way that fits with your values and beliefs.
Estate planning
The decision to transfer your wealth and your legacy to succeeding generations are important ones and can be complicated.
Our services will help to organize your thought process. We cover wealth protection, transfer analysis and planning, estate settlement and administration.
Regardless of how much time we have left in our lives, having plan in place for the transfer our estate, provides peace of mind.
Get to know us
Our core business is in providing effective financial management. This includes assistance in developing and implementing sound financial management strategies and practices to enable family stakeholders to maintain control of all the financial aspects of their lives
Bilal Aquil
Advisor
Mr. Aquil’s expertise includes retirement planning, investment advising, risk management.
Additionally, he works in Investment due diligence, business planning and compliance.