Everything starts with financial education.

How can you plan for retirement without knowing the road ahead? Our first step on the journey to retirement is to provide a comprehensive understanding of what our clients will encounter along the way. Retirement planning can be a daunting task, and it is important to be informed and understand the basics. This knowledge helps our clients stay fully engaged in the planning process.

 

Plotting the course

Our wholistic approach to retirement planning takes into account all aspects of an individual's life. It includes financial planning, but also considers other aspects such as health, lifestyle, and relationships. We look at retirement from every angle and build a plan that encompasses:

  • Medicare

  • Social Security

  •  Taxability

  •  Asset management

  •  Income planning



 
 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.