A CLEARER PATH FOR WHAT COMES NEXT
For most of your working life, the focus is building: saving, contributing, investing, and growing. Retirement raises different questions about income, Social Security, pensions, market risk, spouse protection, and legacy.
Retirement planning changes once the paycheck stops.
Getting to retirement is one job.
Getting through it is another.
Retirement should be a brighter chapter.
Not a more complicated one.
A BIGGER PICTURE
Retirement isn't a single decision. It's a series of connected decisions that impact your income, your lifestyle, the people you love, and the legacy you want to leave behind.
At Momentus Financial, we look at the bigger picture first. We start by understanding what you're trying to accomplish, what concerns you have, and what your retirement needs to look like. Then we educate you on the strategies that may help and only then do we evaluate the specific tools that may be appropriate
What retirement planning actually means.
The areas we help you think through.
Turn what you've built into income that can last. We help you understand sustainable withdrawal strategies and how to create a plan for the income you need and want.
Retirement Income
Social Security & Pensions
Annuities
Life Insurance
Legacy
Everyone's situation is different. Here are some key areas we help you understand as part of a comprehensive retirement plan.
Understand when to take Social Security, how it fits into your overall plan, and how any pension benefits can be coordinated for maximum value.
Evaluate whether an annuity could add stability to your plan, how it works, and the tradeoffs to consider.
Explore how life insurance can help protect your spouse, provide for your family, and be part of a broader legacy plan.
Make intentional decisions about what you want to leave behind and how to help ensure the people and causes you care about are taken care of.
OUR PROCESS
How Momentus Financial approaches retirement planning.
Our process is designed to give you clarity. We help you understand your options, explore strategies, and make informed decisions without the pressure to buy a product.
Understand
Educate
Evaluate the right tools.
Next, we walk through the strategies that may address your situation, how they work, what they can accomplish, and the tradeoffs to consider.
We start by listening. We learn about your retirement goals, your income needs, your concerns, your family, and what you want your money to accomplish.
Only after we agree on a strategy do we evaluate specific tools (such as annuities, life insurance, or other solutions) that may be appropriate.
Problem first. Strategy second. Product last.
YOUR GUIDING PARTNER
You shouldn't have to become a financial expert to understand your retirement.
I'm Christian Purdin, founder of Momentus Financial. My job is to help you understand your options, not just hand you a product. We take an education-first approach because better decisions lead to a more confident retirement.
When should I take Social Security?
How much income will I need?
What should I do with my pension?
Where might an annuity fit?
How do I protect my spouse?
What kind of legacy do I want to leave?
LET'S BUILD WHAT COMES NEXT
Retirement should make more sense than it feels.
You've worked hard to build what you have. Now let's create a plan for getting through retirement with clarity, confidence, and a strategy designed around what matters most to you.
BUILD WEALTH. CREATE LEGACY. LIVE MOMENTUS.
CONTACTS
407-993-2260
hello@go.momentusfi.com
3203 Lawton Road, Suite 100 Orlando, FL 32803
STATES WE SERVE:
Florida (Orlando Home Office), Ohio, Tennessee, Kentucky, Texas, Virginia, and Georgia.
Copyright 2026 | MOMENTUS FINANCIAL LLC | All Rights Reserved
CRCP LLC is now doing business as (DBA) Momentus Financial