Broker Check

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

Investments

Stocks

Bonds

Mutual Funds

ETFs

REITs

CDs

Alternative Investments

Annuities

Fixed

Indexed

Variable

Income

Insurance

Life

Disability

Long Term Care

Financial Planning Services

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

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