Retire Early
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To retire early, you need a comprehensive financial plan that includes what-if scenarios, stress testing, and a probability score that shows your chances of success
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Get in touch today to see how we can help you reach your goal of retiring early.
Semi-Retire
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To semi-retire, you need a comprehensive financial plan that includes what-if scenarios, stress testing, and a probability score that shows your chances of success and what it looks like to work part-time
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When you have extra money still coming in from a paycheck, you can have your investments in a more aggressive mix than if you needed an income from your portfolio.
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Get in touch today to see how we can help you semi-retire and what that would mean to your financial future and legacy.
Retire at 65
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Retiring at 65 is the most common retirement age and reduces the concern about paying high health insurance premiums for private health care.
At age 65 you are eligible for Medicare
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Having the right investment mix is crucial when retiring at age 65. Depending on what you need every month in income from your retirement assets, an income strategy must be developed and your financial plan should be stress-tested.
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You will receive a Comprehensive Financial Plan showing your Probability Score and all the important data to ensure you can retire and stay comfortably retired.
Financial Freedom
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Creating financial freedom requires discipline and following a set of Wealth Principles.
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Schedule a Discovery Call to see how we can help you achieve your goal of financial freedom. Click the link below.
Travel The World
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Most people that retire, travel a lot for the first 10-15 years. Get in touch with us to see if you can take those bucket list trips in retirement without sacrificing your financial security in retirement.
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Schedule a Discovery Call to see how we can help you achieve your goal of financial freedom. Click the link below.
Leave a Legacy
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Leaving a legacy means you live your loved ones or the causes you care about a sum of money. If this is important to you, we can show you if your financial plan works well to give you the desired lifestyle you are wanting in retirement and leave a legacy at the end of your plan.
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Schedule a Discovery Call to see how we can help you achieve your goal of financial freedom. Click the link below.
Give Back
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Giving back is a priceless life experience. What are your goals in retirement to give back or volunteer? We can help with ideas and help you find organizations you can get involved with.
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Click the link below to see the Momentous Give Back List.
Pursue Hobbies
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Many people who retire pursue hobbies and passions in retirement. We can ensure your financial plan can fund what is most important to you.
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Schedule a Discovery Call to see how we can help you achieve your goal of financial freedom. Click the link below.
Help Kids or Grandkids
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If your goal is to live the life you want in retirement while also helping your kids or grandkids with college or buying their first house, we can show you the impact on your financial plan.
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Schedule a Discovery Call to see how we can help you achieve your goal of financial freedom. Click the link below.
Let us help you reach your retirement goals.
Fill in the information fields below to help us create a financial plan so you can retire on your terms.
Final Steps to Create Your Wealth Decisions Plan.
Watch the video below
Click on the link below the video to find your Risk Number™
Send me your current financial statements. Email me at: brian@momentouswealthadvisors.com for your personal link
What Makes Momentous Wealth Advisors Different?
Listen to Brian D. Muller, Founder and Senior Wealth Advisor talk about the Momentous Wealth Difference.
Click one of the links below to either schedule a Discovery Call or a Complimentary Portfolio Review.
“I believe that true wealth is not just about money but about experiencing a sense of fulfillment, contentment, and abundance in various areas of life.”
-Brian D. Muller, Founder, Wealth Advisor
Clients want transparency and to feel secure about their finances.
At Momentous Wealth Advisors, we give tailored and unbiased advice as a fee-only fiduciaries. That means we don’t have any products to sell or conflicts of interest getting in our way of providing prudent advice. Our transparent and easy-to-understand wealth management fee covers both financial planning and investment management and all the important wealth decisions along the way. Our planning first approach is driven by prioritizing our clients' most important financial and life goals and then creating an investment strategy that always puts our clients interests first.
What You Can Expect As a New Client
The Momentous W.E.A.L.T.H Process™
At Momentous Wealth Advisors, we start by discussing your ideal life, goals, and desires. We go over your budget, asset allocation, and other important financial resources, then build a financial plan and investment strategy centered around helping you achieve your most important financial goals.
Investment Management
We don’t have any products to sell or conflicts of interest, so we can help build custom portfolios centered around low fees and risk management.
The best investment strategy is unique to each client centered around an ongoing financial planning approach that covers a client’s entire life.
The 3 F’s
We believe there are 3 things you can have in regards to your finances.
Financial Security
Financial Independence
Financial Freedom
We can show you how to achieve your desired life. It takes planning and discipline. Click the link below to find out more.
The Wealth Decisions Podcast.
Schedule a Discovery Call Today.
Fill out some info and we will be in touch shortly! We can't wait to hear from you!
Community Involvement
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Ambassador of the Park Nicollet Growing Through Grief Program
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Member of the Woodbury Chamber of Commerce
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Crossroads Church- Woodbury
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Member- Woodbury Pickleball Club
Momentous Wealth Advisors is a member of
Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory firm.
We provide investment advisory services, which differ in services and fees from broker-dealers. It's important to understand the difference.
XYPN Sapphire and Momentous Wealth Advisors LLC Disclosures