Our Firm

Mullennium Finance LLC tells the client(s) three things about the relationship they want to establish.  First, we are looking for a long-term relationship.  Second, we want to be called before the client(s) considers any new financial issue.  Third, clients are told that if someone finds out about their financial situation, it is because the client told them, Mullennium Finance LLC will not.

Mullennium Finance LLC concentrates in the area of retirement, tax and estate planning.  By devising a comprehensive financial strategy, we can help clients work towards their financial goals.  In fact, all the comprehensive strategies start with the goals and objectives of the client. 

Starting with the client’s goals and objectives, Mullennium Finance LLC does a data gather, reviewing all the financial aspects for a client(s), including their assets and liabilities, their insurance coverage, whether they have wills and/or trusts, how many children they have and whether they want to fund a college fund for those children, how to plan for children or other love ones that may have special needs, what the risk tolerances are for the client(s), how the client(s) are now spending their income, and whether they have income outside regular employment such as a side business or a full time income from self employment.

In addition to gathering all the above information, Mullennium Finance LLC reviews tax returns for the last two years, all investment, annuity, bank and social security statements.  They also review wills and trusts and consult with attorneys with whom they have established relationships to see that the estate is in proper order.

Although the comprehensive plan will contain 60-80 pages, the version presented to the client(s), will be summarized in 5-7 pages making it easy for the client(s) to digest.  Recommendations will be made that will put the client(s) on the road to meeting their goals and objectives.  Plans are reviewed and updated in reviews that are conducted no less than annually.