Q1 2025 Plan Sponsor Newsletter

Contact

Office: 208-446-2066

Toll-Free: 855-978-6640

Fax: 208-712-6761

2480 E Harrison Ave

Coeur d'Alene, ID 83814

FINRA series 7, 63 held with LPL Financial FINRA series 66 held with LPL Financial and Momentum Wealth Strategies

ben@MomentumCda.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Momentum Wealth Strategies, Inc. a registered investment advisor and separate entity from LPL Financial. Momentum Wealth Strategies, Inc. is not registered as a broker-dealer.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, FL, ID, MT, OR, WA

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