To those of us here at Millennium Financial Group, you're more than a client. You're family. As such, our goal is to safeguard and protect your assets and income as though it is our own. Through establishing long-lasting relationships, we initiate a trustworthy standard of business that we hold in high regard in order to ensure your financial success through transparency and rapid responses.
Whether you need wealth-building advice or product recommendations for employee benefits or retirement, MFG's experienced team will work with you to develop a specially tailored strategy. In working with you, we focus on a straightforward approach that leaves out the jargon.
Millennium Financials' team offers decades of experience in planning, advising, and developing customized strategies. We've working with Federal pensions, state and municipal employees, PERA pension plan holders and other clients looking to maximize their career benefits. Just as important? The individuals making up our collective are down-to-earth, friendly, and very approachable. Call it knowledge with a human touch, and one that helps build comfort with your financial decisions.
Our dedication towards truly serving our clients forms the foundation of our values in developing our clients' future and present financial success. Our service-minded work is founded on helping you develop, cultivate, and benefit from your life's work in order to help you rest easy.
The financial world can be difficult to understand, which is why we are so committed to transparency when it comes to fees. We're here to help unlock the complexities and to share knowledge, providing you with a clear picture to aid in your decision-making.
Communication is key in our firm. If you have a question or concern, you won't ever have to wait for an answer. Finances can be complicated, but with our experienced answers at the ready, you can have less stress and worry on your end.
The first meeting involves getting to know each other. We'll discuss your financial objectives and what you're trying to accomplish in the future. You'll also learn about our financial strategies and how we can help you achieve your goals.
We work with you to develop financial strategies unique to your goals and life phases. At the end of this step, you'll have a greater understanding of your current position, what's needed to reach your forthcoming objectives, and how to implement them.
We'll meet with you regularly to re-evaluate, make necessary changes, and ensure you're still on target. Our continuing strategies help develop and protect your financial resources to serve you now and in the future.
As your financial planning comes to fruition, we work directly with you, your attorneys, and your personal accountants to ensure your wealth is protected and successfully passed to designated heirs and and beneficiaries.
MFG is affiliated with Cetera Advisors LLC, one of the premier broker-dealers in the industry, making trades on your behalf. While Cetera is required to undergo auditing to meet specific net capital requirements, the company doesn't have proprietary products or sales quotas. This means we are free to recommend the financial solutions that best meet your needs and objectives. Cetera's expertise in technology, product research, due diligence, and industry insight helps with informed decisions. Additionally, Cetera provides the necessary supervision, guidance, and training to safeguard our company and to ensure that our clients are protected.
Cetera Investment Services LLC oversees individual retirement accounts (IRAs) to ensure Internal Revenue Code compliance for tax deferral. Cetera Investment Services is an affiliate of Cetera Advisors LLC and is a broker-dealer providing brokerage and other services to its own clients in addition to providing IRA custodial services to Cetera Advisor LLC clients.
Pershing LLC supervises brokerage accounts and fulfills legal responsibilities for safeguarding your assets. Pershing also provides administrative services and products that include purchase settlements, monthly statements, tax, and account record keeping, confidentiality, data protection, and more. Pershing is a subsidiary of the Bank of New York Mellon Corporation, the nation's oldest continuously operating bank and one of the world's leading providers of securities services. Therefore, Pershing provides the required experience, expertise, and practice necessary to ensure that our clients build, protect, and profit off of their hard-earned wealth.
Both Pershing and Cetera Investment Services are required to meet certain net capital requirements and are subject to regular audits, both internally and through independent firms, to ensure that the appropriate handling, segregation, and protection of your assets are being carried out.
We work with Cetera Advisors LLC, Pershing, and Cetera Investment Services to better help you in your personalized financial situation. If you want more information about our partners, and how we team up with each to better suit your wants, needs, and goals, do not hesitate to reach out and ask for more information.
Does our firm resonate with you? Or do you have questions you'd like answered? Contact us to get a better understanding, or begin your process towards financial confidence.
We offer a full range of services and strategies designed to help you create a stable financial foundation in order to build, maintain, and grow your wealth.
As an independent firm, we aim to simplify financial complexities in order to present you with a customized strategy to help secure you and your assets now and in the future.