Services
Providing Superior Financial Advice Without Pressure or Judgment.
We take great pride in helping you take ownership of your own financial success. While your personal goals may vary, our goal remains the same – to help you plan, invest and protect the things that matter most while nurturing your personal brand of joy along the way.
Starting with clearly evaluating your current position and identifying your goals as a benchmark for success, we will integrate all areas of your financial life into a sound financial plan. After goal setting, we'll craft a customized recommendation to work toward financial success.
Services We Provide
- Financial Planning
- Estate Planning
- Business Succession Planning
- Education Planning
- Financial Coaching
- IRAs
- Roth IRAs
- Distribution Options
- Employer Sponsored Plans (SEP/SIMPLE, 401k, Individual K)
Tools We Utilize
Financial Planning Services
Not everyone needs comprehensive investment management, contact us if you are interested in:
» Budgeting, cash flow, or debt reduction
» Organizing and prioritizing financial goals
» Financial literacy and education
» Review of estate planning documents
» Recommendations to reduce tax exposure
*limited availability contact us for more information
» Organizing and prioritizing financial goals
» Financial literacy and education
» Review of estate planning documents
» Recommendations to reduce tax exposure
*limited availability contact us for more information
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
brandon@mymillenniumcapital.com | 989-714-7423