Comprehensive Financial Planning For Business, Individuals and Families
Through our Financial Planning, Millennium Wealth Management, LLC empowers families to succeed as investors in order to realize their dreams, goals and purpose in life.
Our firm takes pride in providing comprehensive financial planning to our clients. We review our clients insurances, investments, taxes, wills and estate plans. We embrace our role as fiduciary; always acting within our client’s best interests. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for a care-free retirement and multi-generational wealth.
OUR COMPREHENSIVE FINANCIAL PLANNING INCLUDES:
- Risk Management
- Beneficiary Review
- Financial Needs Analysis
- Analysis of Current Investments
- Analysis of Present & Future
- Asset Protection
- Investment Management
- Asset Allocation
- Retirement Income Planning
- Tax Planning
- Estate & Elder Care Planning
- Business Succession Planning
This is your comprehensive Wealth Management Plan. Our coordinated approach ensures that your plan is developed using a holistic approach. We have found that many financial service professionals focus on products. Ourexperience shows that our clients’ needs are best met by focusing on process, not product. Most importantly our focus is on you!
FOR MORE INFORMATION CALL ROBERT STABILE 516-496-8004 EXT.126
OR EMAIL- STABILE@MILLENNIUMAG.COM