Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We want you to feel comfortable and confident in the decisions you make. 

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on risk tolerance and money management, as well as other elements that are critical to your financial well being.

Whether you are retired, about to retire, or do not plan on retiring for 10 or 20 years, we are confident that we would be able to serve you. If you have any questions about our services, please do not hesitate to contact us. We would love to hear from you. 

Investments

Bonds

Mutual Funds

Common Stock

Unit Investment Trusts 

Brokerage Accounts

Variable Annuities

Fixed Annuities

IRAs 

529s

Non-Qualified Accounts 

Financial Planning

Retirement Plans

401(k) Planning

403(b) Planning

Income Planning 

College Plans

Profit Sharing Plans

Cash Balance Plans

Insurance

Whole Life Insurance

Term Insurance 

Variable Universal Life Insurance 

Long-Term-Care Insurance

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.

swhitten@milleniallc.com | (636) 777-7780