Mark N. Howard, Principal - Momentum Wealth Strategies

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

Life insurance is a love that transcends language!

A common motivation behind the purchase of life insurance is love. People want to protect their loved ones.

You had me at life insurance.

Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!

Life insurance is love insurance!

Stephen sadly lost his young wife to cancer. Her life insurance policy helped her family pull through. You're never too young to get life insurance and

You can't always predict the future, but you can give yourself and your loved ones peace of mind.

Money can be complicated—but it doesn’t have to be overwhelming. Through my affiliation with New York Life, I offer complimentary financial educational workshops for workplaces and community organizations. There’s no pressure. No obligation. Just knowledge on a variety of topics that can make a difference. If you’re part of a group or company that would benefit, I’d be happy to talk about bringing a session your way.

We could fill a book with all the ways life insurance shows your family you love them.

What plan do you have for your family’s financial future if you can’t be there to provide for them anymore? Josh and Liz planned ahead for the what-ifs and got life insurance.

Did you know I can bring complimentary financial education workshops to local businesses and community groups? These sessions are all about sharing knowledge—no sales pressure, just real tools to help people make informed decisions. Know an HR leader, nonprofit, or group that could benefit? I’d love to connect with them.
Send me a message if you’d like to learn more!