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MOMENTUS Solutions

FOR INDIVIDUALS:

FOR BUSINESSES:

I CAN CONNECT YOU WITH:

• BUSINESS SUCCESSION PLANNING

• BUY/SELL FUNDING

• BUSINESS VALUATION SUPPORT

• KEY PERSON INSURANCE

• EXECUTIVE BENEFIT/BONUS PLANS

• EMPLOYEE BENEFITS OPTIONS

• TAX ANALYSIS

• HIGH NET WORTH PLANNING

• PREMIUM FUNDING STRATEGIES

• ESTATE PLANNING FUNDING STRATEGIES

• WEALTH PLANNING STRATEGIES

• LIFE INSURANCE PLANNING

• LEGACY PLANNING STRATEGIES

• TAX ANALYSIS

• WILLS & TRUSTS ATTORNEY

• ESTATE PLANNING ATTORNEY

• CORPORATE ATTORNEY

• CERTIFIED PUBLIC ACCOUNTANT

• TAX PLANNING

***WE WORK CLOSELY WITH THESE PROFESSIONALS TO OFFER A COMPREHENSIVE STRATEGY THAT BEST MEETS YOUR NEEDS. TRULY TAILORED PROFESSIONALS WHO ARE THE BEST AT WHAT THEY DO.***

What MOMENTUS Offers

Discovery

We are dedicated and committed to providing you with tailored recommendations based upon your unique goals and legacy plan. We'll get to know you and what's important to you first. If it makes sense and we're a fit for each other, we'll execute your legacy plan.

Fresh Dose of Honesty

We pride ourselves on being honest with you. We'll always have a discussion about the good and the bad. Ultimately, you'll be armed with all the tools necessary to make informed decisions that are best for you, your business, and your family. Everyone has different needs, so it's important we address each one with a clear lens.

Individuality

One size never fits all. When we meet, our team will craft a plan to meet YOUR needs. You spent your time and energy building your business, now let us help you protect it.

THE

PROCESS.

INITIAL MEETING

During the Initial Meeting, we will discuss your goals and what is on your must-have wish list when it comes to your legacy. It's an information gathering session. You get to know us, and we'll get to know you. Help us understand why your legacy is important to you.

1

2

CASE DESIGN-STRATEGY OVERVIEW

After we meet, we will create a strategy for you that includes your must-haves. We have access to top level products that we stand behind 100%. We'll discuss the details of how they work and how they will help you reach your goals. This step is very important!

3

"THE GREEN LIGHT"

We have a final meeting to discuss the carefully tailored strategy. Once all the options are on the table, it's up to you to take that step to secure your legacy. With your "green light", we implement your customized plan. We'll be with you every step of the way to ensure a smooth process.

Congratulations, you are now part of the MOMENTUS FINANCIAL family! This is just the beginning of your journey, and we are proud to be an integral part of your legacy.

Who is MOMENTUS

Christian Purdin

Founder & Owner

My name is Christian Purdin, a proud father of two boys and husband to my wife, Rihana. MOMENTUS FINANCIAL represents LEGACY. With two boys, it's important that I instill certain values and principles within them that will outlive me. This is how MOMENTUS FINANCIAL was born!

After a health scare in 2020 that left me feeling ashamed and unfulfilled about my legacy and what I had in place for my family...I felt as if I was given a second chance. I had two benign tumors in my head that were treated and am blessed to say that I am now healthier than I have ever been.

I have since founded MOMENTUS FINANCIAL with a passion and energy to educate everyone we come across about the importance of legacy planning. It's personal to me, so if we can help educate people on their options... then they can make the best decisions for their family, business, and legacy.

CONTACT US

If you're interested in having a conversation and learning more about how we can help, drop us a message. We look forward to getting to know you.