Leman Financial Advisors

Welcome to Momentum Wealth, your trusted partner in shaping a confident retirement lifestyle. We understand that the thought of retirement can be overwhelming and confusing for many individuals. That's why we are here to help you navigate through the complexities of retirement planning. Our team of experienced advisors and support staff are committed to providing personalized guidance, helping you make informed decisions, and bringing you one step closer to the retired life you've always wanted.

Meet Your Team

Our team is not just composed of financial professionals but also individuals who genuinely care about your retirement aspirations. When you partner with Momentum Wealth, you will be paired with a dedicated advisor, but our collaboration doesn't stop there. You'll get to know many of us, building strong relationships that set us apart from large firms. We take pride in understanding your unique situation and ensuring that you never feel like just a number or a source of revenue.

• Andy Minnich, AIF - Managing Principal
• Matt James - Senior Partner
• Jon Leman, CFP, AIF - Financial Advisor
• Christine Pichardo - Senior Client Service Manager
• Whitney Ashley - Registered Staff Member
• Shane Downing - Trading Specialist
• Claire Cotterman - Administrative Assistant

Services Offered by Momentum Wealth

At Momentum Wealth, we specialize in offering a comprehensive range of services tailored to your specific needs as you prepare for retirement. These services include:

1. Retire with Confidence: We help you overcome doubts and anxieties related to retirement by providing you with a solid retirement strategy. With our guidance, you can make informed decisions, shape your retirement, and confidently move towards the retired life you've always wanted.

2. Retirement Planning: Our team leverages industry best practices and personalized guidance to create a retirement plan that addresses your unique goals, circumstances, and risk tolerance.

3. Investment Management: As your retirement partner, we carefully manage your investment portfolio to ensure growth and income alignment with your retirement plan, making adjustments as your needs and market conditions change.

4. Tax Planning Strategies: Our tax planning services aim to minimize your tax liabilities, both now and in the future, allowing you to retain more of your hard-earned income.

5. Estate Planning: We work alongside your attorney and accountant to create a comprehensive estate plan that reflects your wishes and assets distribution, giving you peace of mind for your loved ones after your retirement.

6. Social Security Optimization: Our experts help you maximize your Social Security benefits by analyzing various claiming strategies, ensuring you receive the maximum payout possible.

7. Healthcare and Long-term Care Planning: We provide guidance and resources for choosing appropriate healthcare and long-term care options that accommodate your needs and budget.

8. Nucor TeamMates Program: We proudly support Nucor's dedicated workforce, providing tailored financial education and coaching to help you prepare for a secure and fulfilling retirement.

Take Control of Your Retirement

A successful retirement doesn't happen by accident. It takes careful planning, deliberate actions, and informed decision-making. Momentum Wealth is here to guide you through the entire process, helping you achieve financial clarity and confidence as you step into the next phase of your life.

Don't leave your retirement future to chance. Reach out today and let's take the first step towards your confident and fulfilling retirement together.